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 |
|---|---|---|---|---|---|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
155,957
shares
|
$30.2 Million
11.77% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
155,701
shares
|
$30.2 Million
3.66% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
152,258
shares
|
$29.5 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
150,299
shares
|
$29.1 Million
10.66% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
149,313
shares
|
$28.9 Million
4.16% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
148,557
shares
|
$28.8 Million
2.68% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
143,889
shares
|
$27.9 Million
0.93% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
142,839
shares
|
$27.7 Million
1.92% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
142,735
shares
|
$27.7 Million
13.32% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
137,327
shares
|
$26.6 Million
2.64% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,786
shares
|
$26.5 Million
0.49% of portfolio
|
Q3 2022
Added 45.96%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
134,991
shares
|
$26.2 Million
0.27% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
133,322
shares
|
$25.8 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
133,195
shares
|
$25.8 Million
0.21% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
131,923
shares
|
$25.6 Million
0.08% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
127,004
shares
|
$24.6 Million
0.61% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
126,318
shares
|
$24.5 Million
0.29% of portfolio
|
Q3 2023
Added 20.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
123,712
shares
|
$24 Million
0.12% of portfolio
|
Q2 2023
Reduced 98.84%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
123,679
shares
|
$24 Million
8.64% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
122,491
shares
|
$23.7 Million
1.04% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
119,721
shares
|
$23.2 Million
0.42% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
119,598
shares
|
$23.2 Million
2.56% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
118,812
shares
|
$23 Million
0.11% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
118,541
shares
|
$23 Million
0.34% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
118,424
shares
|
$22.9 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.74%
|