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 $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,081
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
6,054
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,036
shares
|
$1.16 Million
0.88% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
6,028
shares
|
$1.16 Million
0.72% of portfolio
|
Q2 2024
Reduced 17.75%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
6,023
shares
|
$1.16 Million
0.38% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
6,017
shares
|
$1.16 Million
0.74% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
6,015
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,014
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 66.09%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
6,010
shares
|
$1.16 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
5,985
shares
|
$1.15 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
5,982
shares
|
$1.15 Million
0.46% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,963
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
5,921
shares
|
$1.14 Million
0.56% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
5,919
shares
|
$1.14 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,908
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
5,868
shares
|
$1.13 Million
0.25% of portfolio
|
Q2 2024
Reduced 79.07%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,822
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
5,789
shares
|
$1.12 Million
0.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
5,771
shares
|
$1.11 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,743
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
5,741
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,696
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2022
Added 101.91%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,693
shares
|
$1.1 Million
0.22% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,663
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,638
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.12%
|