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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,737
shares
|
$527,748
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,726
shares
|
$525,627
0.11% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
2,722
shares
|
$524,856
0.55% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
2,720
shares
|
$524,470
0.26% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
2,713
shares
|
$523,120
0.05% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,710
shares
|
$522,542
0.2% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
2,700
shares
|
$520,614
0.14% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,693
shares
|
$519,264
0.25% of portfolio
|
Q1 2023
Reduced 36.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,689
shares
|
$518,492
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
2,688
shares
|
$518,300
0.22% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,656
shares
|
$512,129
0.14% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,651
shares
|
$511,165
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
2,651
shares
|
$511,165
0.03% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
2,651
shares
|
$511,165
0.19% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
2,643
shares
|
$509,623
0.12% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,642
shares
|
$509,430
0.0% of portfolio
|
Q3 2024
Reduced 90.33%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
2,636
shares
|
$508,273
0.02% of portfolio
|
Q2 2024
Added 21.87%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,631
shares
|
$507,309
0.06% of portfolio
|
Q3 2024
Added 41.45%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,613
shares
|
$503,838
0.12% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
2,609
shares
|
$503,067
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
2,600
shares
|
$501,332
0.01% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,596
shares
|
$500,560
0.03% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
2,586
shares
|
$498,632
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,584
shares
|
$498,246
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,580
shares
|
$497,475
0.12% of portfolio
|
Q1 2024
New holding
|