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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
4,753
shares
|
$916,473
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
4,746
shares
|
$915,123
0.11% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,723
shares
|
$910,688
0.13% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
4,679
shares
|
$902,204
0.25% of portfolio
|
Q3 2024
Reduced 82.87%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,669
shares
|
$900,276
0.41% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
4,666
shares
|
$899,698
0.64% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
4,655
shares
|
$897,577
0.09% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
4,647
shares
|
$896,034
0.28% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$889,093
0.12% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
4,587
shares
|
$884,465
0.36% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,533
shares
|
$874,053
0.49% of portfolio
|
Q3 2024
Added 93.64%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,529
shares
|
$873,281
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
4,525
shares
|
$872,510
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,511
shares
|
$869,811
0.04% of portfolio
|
Q2 2018
Added 8.26%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
4,500
shares
|
$867,690
0.42% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,487
shares
|
$865,183
0.04% of portfolio
|
Q2 2022
Added 12.43%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,481
shares
|
$864,026
1.05% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
4,473
shares
|
$862,483
0.2% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
4,472
shares
|
$862,291
0.23% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
4,472
shares
|
$862,291
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,467
shares
|
$861,326
0.0% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,464
shares
|
$860,748
0.32% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4,463
shares
|
$860,555
0.15% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,445
shares
|
$857,084
0.01% of portfolio
|
Q3 2024
Reduced 48.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,444
shares
|
$856,892
0.14% of portfolio
|
Q3 2024
Added 7.58%
|