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 |
---|---|---|---|---|---|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
3,639
shares
|
$701,671
0.51% of portfolio
|
Q3 2024
Added 0.58%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
3,633
shares
|
$700,515
0.42% of portfolio
|
Q2 2024
New holding
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
3,627
shares
|
$699,358
0.12% of portfolio
|
Q1 2023
Added 16.74%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
3,617
shares
|
$697,429
0.02% of portfolio
|
Q3 2024
Reduced 49.31%
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,568
shares
|
$687,981
0.08% of portfolio
|
Q3 2024
New holding
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
3,565
shares
|
$687,403
0.07% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,565
shares
|
$687,403
0.14% of portfolio
|
Q2 2024
New holding
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
3,562
shares
|
$686,824
0.17% of portfolio
|
Q3 2024
Added 22.95%
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,558
shares
|
$686,053
0.36% of portfolio
|
Q3 2024
Added 2.39%
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,538
shares
|
$682,197
0.27% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,508
shares
|
$676,412
0.23% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,494
shares
|
$673,713
0.04% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
3,483
shares
|
$671,592
0.05% of portfolio
|
Q3 2024
Reduced 82.04%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,463
shares
|
$667,735
0.0% of portfolio
|
Q3 2024
Added 8.56%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
3,455
shares
|
$666,193
0.25% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
3,451
shares
|
$665,421
0.31% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
3,450
shares
|
$665,229
0.36% of portfolio
|
Q3 2024
New holding
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,414
shares
|
$658,287
0.07% of portfolio
|
Q4 2023
Added 0.32%
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,411
shares
|
$657,709
0.0% of portfolio
|
Q3 2024
Added 7.67%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,408
shares
|
$657,130
0.03% of portfolio
|
Q2 2024
Added 0.24%
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$656,744
0.28% of portfolio
|
Q4 2023
New holding
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,405
shares
|
$656,552
0.13% of portfolio
|
Q2 2022
Reduced 2.71%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
3,397
shares
|
$655,009
0.25% of portfolio
|
Q3 2024
Added 0.59%
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,393
shares
|
$654,238
0.06% of portfolio
|
Q3 2024
Added 1.59%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$654,045
0.01% of portfolio
|
Q3 2024
Added 1.83%
|