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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,080
shares
|
$401,065
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
2,080
shares
|
$401,065
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,077
shares
|
$400,487
0.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,075
shares
|
$400,101
0.22% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,074
shares
|
$399,908
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
2,067
shares
|
$398,558
0.0% of portfolio
|
Q4 2023
Reduced 47.76%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,055
shares
|
$396,245
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,042
shares
|
$393,738
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,034
shares
|
$392,195
0.11% of portfolio
|
Q2 2024
Reduced 28.53%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,032
shares
|
$391,810
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
2,025
shares
|
$390,460
0.1% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
2,024
shares
|
$390,267
0.35% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
2,018
shares
|
$389,110
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
2,017
shares
|
$388,917
0.0% of portfolio
|
Q3 2024
Added 162.29%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,009
shares
|
$387,375
0.14% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$385,640
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
1,998
shares
|
$385,254
0.25% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,996
shares
|
$384,868
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,992
shares
|
$384,097
0.21% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,983
shares
|
$382,362
0.07% of portfolio
|
Q3 2024
Added 40.24%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,977
shares
|
$381,205
0.04% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
1,969
shares
|
$379,662
0.01% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
1,964
shares
|
$378,698
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
1,953
shares
|
$376,577
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
1,953
shares
|
$376,577
0.2% of portfolio
|
Q2 2024
Added 1.88%
|