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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
4,087
shares
|
$788,055
0.62% of portfolio
|
Q3 2024
Reduced 82.38%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
4,066
shares
|
$784,006
0.76% of portfolio
|
Q4 2021
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
4,063
shares
|
$783,427
0.07% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
4,051
shares
|
$781,113
0.23% of portfolio
|
Q2 2022
Added 1.28%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,037
shares
|
$778,414
0.46% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
4,027
shares
|
$776,486
0.05% of portfolio
|
Q3 2024
Added 33.17%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
4,002
shares
|
$771,665
0.33% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,998
shares
|
$770,894
0.1% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,985
shares
|
$768,387
0.36% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,938
shares
|
$759,325
0.0% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,873
shares
|
$746,791
0.02% of portfolio
|
Q1 2023
Reduced 12.43%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
3,869
shares
|
$746,020
0.03% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,867
shares
|
$745,634
0.14% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
3,859
shares
|
$744,092
0.63% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
3,813
shares
|
$735,222
0.04% of portfolio
|
Q2 2024
Added 217.75%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
3,786
shares
|
$730,016
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
3,782
shares
|
$729,245
0.49% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
3,780
shares
|
$728,859
0.14% of portfolio
|
Q3 2024
Reduced 37.31%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,765
shares
|
$725,967
0.25% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,747
shares
|
$722,496
0.02% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$721,339
0.1% of portfolio
|
Q3 2024
Added 38.15%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,729
shares
|
$719,025
0.02% of portfolio
|
Q3 2024
Reduced 54.68%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
3,719
shares
|
$717,097
0.4% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,662
shares
|
$706,106
0.03% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,649
shares
|
$703,600
0.02% of portfolio
|
Q4 2023
Reduced 29.37%
|