Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,532 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
340,542
shares
|
$66 Million
0.45% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
332,981
shares
|
$64.5 Million
16.48% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
328,719
shares
|
$63.7 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
322,180
shares
|
$62.4 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
321,296
shares
|
$62.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
304,279
shares
|
$59 Million
3.51% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
292,011
shares
|
$56.6 Million
3.99% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
291,648
shares
|
$56.5 Million
0.05% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
287,940
shares
|
$55.8 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
284,622
shares
|
$55.1 Million
3.47% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
283,544
shares
|
$54.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
281,882
shares
|
$54.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
279,468
shares
|
$54.1 Million
9.87% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
277,279
shares
|
$53.7 Million
17.73% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
276,776
shares
|
$53.6 Million
0.15% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
272,492
shares
|
$52.8 Million
10.19% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
269,955
shares
|
$52.3 Million
3.82% of portfolio
|
Q4 2022
Added 99.47%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
265,026
shares
|
$51.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
262,761
shares
|
$50.9 Million
10.06% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
254,034
shares
|
$49.2 Million
12.83% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
252,298
shares
|
$48.9 Million
2.98% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
250,386
shares
|
$48.5 Million
3.94% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
248,910
shares
|
$48.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
234,487
shares
|
$45.4 Million
0.09% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
232,407
shares
|
$45 Million
7.56% of portfolio
|
Q3 2024
Added 0.37%
|