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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
857
shares
|
$166,052
0.0% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
852
shares
|
$165,083
0.06% of portfolio
|
Q2 2022
Reduced 31.51%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
843
shares
|
$163,339
0.06% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$162,952
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$162,177
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
810
shares
|
$156,945
4.58% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
781
shares
|
$151,326
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
765
shares
|
$148,226
0.08% of portfolio
|
Q3 2024
Added 431.25%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$146,676
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
754
shares
|
$146,095
0.0% of portfolio
|
Q3 2024
Added 25033.33%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
738
shares
|
$142,994
0.05% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
737
shares
|
$142,801
0.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
729
shares
|
$141,251
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
723
shares
|
$140,088
0.01% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
707
shares
|
$136,988
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
707
shares
|
$136,988
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
706
shares
|
$136,794
0.0% of portfolio
|
Q3 2024
Added 73.46%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
684
shares
|
$132,531
0.02% of portfolio
|
Q2 2023
Reduced 23.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
682
shares
|
$132,144
0.02% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
676
shares
|
$130,981
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
638
shares
|
$123,618
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$123,425
0.02% of portfolio
|
Q3 2022
Added 11.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
634
shares
|
$122,843
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
614
shares
|
$118,968
0.03% of portfolio
|
Q4 2023
Reduced 16.91%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
607
shares
|
$117,612
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|