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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
1,942
shares
|
$376,728
0.17% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,940
shares
|
$376,340
0.25% of portfolio
|
Q2 2023
Reduced 4.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,938
shares
|
$375,952
0.01% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
1,935
shares
|
$375,370
0.01% of portfolio
|
Q1 2022
Reduced 6.07%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
1,935
shares
|
$375,370
0.05% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,935
shares
|
$375,370
0.28% of portfolio
|
Q2 2022
Reduced 14.57%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,931
shares
|
$374,594
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
1,917
shares
|
$371,878
0.09% of portfolio
|
Q1 2023
Reduced 60.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,916
shares
|
$371,684
0.04% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,891
shares
|
$366,835
0.13% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,878
shares
|
$364,313
0.05% of portfolio
|
Q4 2023
Added 40.36%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,877
shares
|
$364,119
0.06% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,876
shares
|
$363,925
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,876
shares
|
$363,925
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
1,875
shares
|
$363,731
0.04% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,872
shares
|
$363,149
0.01% of portfolio
|
Q4 2022
Reduced 19.83%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,867
shares
|
$362,179
0.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,842
shares
|
$357,329
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
1,839
shares
|
$356,747
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,839
shares
|
$356,747
0.06% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
1,838
shares
|
$356,553
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,837
shares
|
$356,359
0.3% of portfolio
|
Q1 2023
Added 303.74%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,830
shares
|
$355,001
0.16% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,826
shares
|
$354,225
0.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
1,825
shares
|
$354,031
0.06% of portfolio
|
Q2 2024
Reduced 3.34%
|