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 $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,379
shares
|
$458,718
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,377
shares
|
$458,333
0.16% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,369
shares
|
$456,790
0.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,369
shares
|
$456,790
0.02% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
2,364
shares
|
$455,826
0.43% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,355
shares
|
$454,091
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
2,352
shares
|
$453,512
0.32% of portfolio
|
Q3 2024
Added 28.67%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,349
shares
|
$452,934
0.05% of portfolio
|
Q2 2023
Reduced 10.21%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
2,343
shares
|
$451,777
0.14% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
2,342
shares
|
$451,584
0.27% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
2,338
shares
|
$450,813
0.08% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,335
shares
|
$450,234
0.28% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
2,330
shares
|
$449,270
0.09% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,320
shares
|
$447,342
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,318
shares
|
$446,956
0.0% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,304
shares
|
$444,257
0.17% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
2,286
shares
|
$440,786
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,283
shares
|
$440,208
0.02% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,277
shares
|
$439,051
0.18% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
2,273
shares
|
$438,279
0.03% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,270
shares
|
$437,701
0.1% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,247
shares
|
$433,266
0.04% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
2,246
shares
|
$433,073
0.07% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
2,243
shares
|
$432,495
0.33% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
2,243
shares
|
$432,495
0.22% of portfolio
|
Q4 2023
Reduced 17.57%
|