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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,334
shares
|
$258,475
0.02% of portfolio
|
Q2 2024
Added 11.73%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,334
shares
|
$258,475
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
1,332
shares
|
$258,088
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
1,312
shares
|
$254,213
0.03% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
1,305
shares
|
$252,856
0.03% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,304
shares
|
$252,663
0.01% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,301
shares
|
$252,081
0.2% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$251,888
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,290
shares
|
$249,950
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,288
shares
|
$249,562
0.07% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
1,283
shares
|
$248,594
0.02% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$248,594
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
1,279
shares
|
$247,819
0.05% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
1,268
shares
|
$245,687
0.11% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,267
shares
|
$245,493
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,266
shares
|
$245,300
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,262
shares
|
$244,525
0.12% of portfolio
|
Q3 2024
Reduced 49.74%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
1,259
shares
|
$243,943
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,251
shares
|
$242,393
0.07% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
1,251
shares
|
$242,393
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
1,244
shares
|
$241,037
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,240
shares
|
$240,262
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,235
shares
|
$239,293
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,233
shares
|
$238,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,231
shares
|
$238,518
0.09% of portfolio
|
Q3 2024
Reduced 46.8%
|