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 |
|---|---|---|---|---|---|
|
Grant
|
Oct 15, 2024 Q3 2024 |
2,969
shares
|
$572,482
0.29% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,963
shares
|
$571,325
0.08% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
2,962
shares
|
$571,132
0.17% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,940
shares
|
$566,890
0.04% of portfolio
|
Q3 2024
Added 103.74%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
2,936
shares
|
$566,119
0.2% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,933
shares
|
$565,541
0.06% of portfolio
|
Q3 2024
Reduced 50.49%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,932
shares
|
$565,348
0.02% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,931
shares
|
$565,155
0.06% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
2,919
shares
|
$562,841
0.02% of portfolio
|
Q2 2024
Reduced 18.74%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
2,913
shares
|
$561,684
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,907
shares
|
$560,527
0.29% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$560,334
0.01% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,890
shares
|
$557,249
0.04% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
2,880
shares
|
$555,321
0.08% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
2,866
shares
|
$552,622
0.38% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
2,856
shares
|
$550,693
0.07% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,844
shares
|
$548,380
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
2,835
shares
|
$546,644
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
2,832
shares
|
$546,066
0.02% of portfolio
|
Q1 2024
Added 9.77%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,823
shares
|
$544,330
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,806
shares
|
$541,052
0.05% of portfolio
|
Q3 2024
Reduced 58.05%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,800
shares
|
$539,896
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,775
shares
|
$535,075
0.02% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,770
shares
|
$534,111
0.12% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,759
shares
|
$531,990
0.18% of portfolio
|
Q1 2024
Added 2.45%
|