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 |
|---|---|---|---|---|---|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,495
shares
|
$289,671
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,494
shares
|
$289,477
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,484
shares
|
$287,539
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,482
shares
|
$287,152
0.13% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
1,476
shares
|
$285,989
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
1,467
shares
|
$284,245
0.1% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
1,466
shares
|
$284,052
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
1,465
shares
|
$283,858
0.15% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,464
shares
|
$283,664
0.07% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
1,461
shares
|
$283,083
0.02% of portfolio
|
Q1 2024
Reduced 10.7%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$281,533
0.03% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
1,451
shares
|
$281,145
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
1,446
shares
|
$280,176
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
1,442
shares
|
$279,401
0.08% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,436
shares
|
$278,239
0.16% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
1,434
shares
|
$277,851
0.1% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
1,428
shares
|
$276,689
0.02% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
1,426
shares
|
$276,301
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
1,425
shares
|
$276,108
0.17% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
1,421
shares
|
$275,332
0.1% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
1,418
shares
|
$274,751
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,415
shares
|
$274,170
0.04% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,413
shares
|
$273,782
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,408
shares
|
$272,814
0.12% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
1,406
shares
|
$272,426
0.22% of portfolio
|
Q3 2024
Reduced 0.07%
|