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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,817
shares
|
$352,479
0.06% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,813
shares
|
$351,703
0.38% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
1,811
shares
|
$351,315
0.15% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,809
shares
|
$350,927
0.11% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
1,803
shares
|
$349,763
0.02% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,801
shares
|
$349,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
1,800
shares
|
$349,182
0.04% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
1,796
shares
|
$348,406
0.48% of portfolio
|
Q4 2022
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
1,796
shares
|
$348,406
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
1,785
shares
|
$346,272
0.14% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,785
shares
|
$346,272
0.03% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
1,775
shares
|
$344,332
0.03% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
1,775
shares
|
$344,332
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
1,765
shares
|
$342,392
0.03% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,762
shares
|
$341,810
0.02% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,760
shares
|
$341,422
0.04% of portfolio
|
Q1 2024
Reduced 8.09%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,755
shares
|
$340,452
0.27% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
1,743
shares
|
$338,124
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
1,737
shares
|
$336,960
0.2% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,730
shares
|
$335,602
0.22% of portfolio
|
Q4 2023
Reduced 12.71%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
1,728
shares
|
$335,214
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,720
shares
|
$333,662
0.12% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
1,719
shares
|
$333,468
0.03% of portfolio
|
Q1 2024
Reduced 82.36%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,719
shares
|
$333,468
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
1,714
shares
|
$332,498
0.14% of portfolio
|
Q1 2024
New holding
|