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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,400
shares
|
$271,264
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
1,400
shares
|
$271,264
0.2% of portfolio
|
Q3 2024
Reduced 63.54%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,396
shares
|
$270,488
0.02% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
1,393
shares
|
$269,907
0.22% of portfolio
|
Q3 2024
Reduced 78.22%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,392
shares
|
$269,713
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,389
shares
|
$269,132
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
1,389
shares
|
$269,132
0.06% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
1,385
shares
|
$268,357
0.04% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,385
shares
|
$268,357
0.11% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,384
shares
|
$268,163
0.01% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,383
shares
|
$267,970
0.01% of portfolio
|
Q1 2023
Reduced 2.26%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
1,382
shares
|
$267,776
0.09% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,378
shares
|
$267,001
0.05% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,374
shares
|
$266,226
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,355
shares
|
$262,544
0.1% of portfolio
|
Q4 2022
Reduced 6.87%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
1,355
shares
|
$262,544
0.14% of portfolio
|
Q1 2024
Reduced 10.32%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,353
shares
|
$262,157
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,349
shares
|
$261,382
0.02% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,348
shares
|
$261,188
0.14% of portfolio
|
Q2 2023
Reduced 13.76%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
1,348
shares
|
$261,188
0.24% of portfolio
|
Q1 2024
Added 11.31%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
1,345
shares
|
$260,607
0.03% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,342
shares
|
$260,025
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,341
shares
|
$259,832
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,340
shares
|
$259,638
0.04% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,340
shares
|
$259,638
0.02% of portfolio
|
Q3 2024
Reduced 17.03%
|