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 |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,125
shares
|
$602,562
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,116
shares
|
$600,827
0.02% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,109
shares
|
$599,477
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3,091
shares
|
$596,006
0.13% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
3,081
shares
|
$594,078
0.28% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
3,073
shares
|
$592,535
0.29% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,061
shares
|
$590,222
0.09% of portfolio
|
Q4 2022
Reduced 14.16%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,061
shares
|
$590,222
0.14% of portfolio
|
Q3 2024
Reduced 14.95%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,061
shares
|
$590,222
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
3,060
shares
|
$590,029
0.21% of portfolio
|
Q3 2024
Added 31.33%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
3,047
shares
|
$587,522
0.07% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
3,043
shares
|
$586,751
0.28% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
3,041
shares
|
$586,365
0.22% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,034
shares
|
$585,015
0.03% of portfolio
|
Q3 2024
Added 46.22%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,034
shares
|
$585,015
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,027
shares
|
$583,666
0.02% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,013
shares
|
$580,966
0.17% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,992
shares
|
$576,917
0.01% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,987
shares
|
$575,953
0.06% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,985
shares
|
$575,567
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,981
shares
|
$574,796
0.22% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,981
shares
|
$574,796
0.08% of portfolio
|
Q3 2024
Reduced 87.97%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,981
shares
|
$574,796
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,978
shares
|
$574,217
0.03% of portfolio
|
Q3 2024
Reduced 38.38%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,973
shares
|
$573,253
0.04% of portfolio
|
Q4 2022
Reduced 13.93%
|