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 |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
5,151
shares
|
$993,215
0.04% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,135
shares
|
$990,130
1.18% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,132
shares
|
$989,552
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
5,132
shares
|
$989,552
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
5,129
shares
|
$988,973
0.17% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
5,045
shares
|
$972,776
0.04% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,009
shares
|
$965,835
0.0% of portfolio
|
Q3 2024
Added 47.06%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
5,008
shares
|
$965,642
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$964,100
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,990
shares
|
$962,171
0.71% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
4,973
shares
|
$958,893
0.16% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,956
shares
|
$955,615
0.04% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,932
shares
|
$950,988
0.02% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
4,929
shares
|
$950,409
0.13% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
4,914
shares
|
$947,517
0.19% of portfolio
|
Q3 2024
Added 59.55%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
4,900
shares
|
$944,818
0.15% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,894
shares
|
$943,661
0.59% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,855
shares
|
$936,141
0.0% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
4,838
shares
|
$932,863
0.24% of portfolio
|
Q3 2024
Reduced 84.4%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,812
shares
|
$927,849
0.04% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$927,271
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,808
shares
|
$927,078
0.56% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
4,796
shares
|
$924,764
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,772
shares
|
$920,137
0.0% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
4,757
shares
|
$917,244
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|