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 |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$310,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
1,600
shares
|
$310,384
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,599
shares
|
$310,190
0.07% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
1,597
shares
|
$309,802
0.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,578
shares
|
$306,116
0.12% of portfolio
|
Q1 2023
Reduced 4.25%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
1,577
shares
|
$305,922
0.04% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,577
shares
|
$305,922
0.01% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
1,574
shares
|
$305,340
0.24% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,562
shares
|
$303,012
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,560
shares
|
$302,624
0.17% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,560
shares
|
$302,624
0.08% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
1,559
shares
|
$302,430
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
1,555
shares
|
$301,654
0.1% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,555
shares
|
$301,654
0.16% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
1,552
shares
|
$301,072
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,548
shares
|
$300,296
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
1,538
shares
|
$298,356
0.06% of portfolio
|
Q3 2024
Reduced 72.27%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,537
shares
|
$298,162
0.02% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
1,526
shares
|
$296,028
0.23% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,520
shares
|
$294,864
0.1% of portfolio
|
Q2 2022
Reduced 4.7%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,517
shares
|
$294,282
0.19% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
1,516
shares
|
$294,088
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
1,503
shares
|
$291,566
0.07% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$290,985
0.08% of portfolio
|
Q2 2020
Added 31.35%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
1,496
shares
|
$290,209
0.13% of portfolio
|
Q3 2024
Reduced 8.28%
|