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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$117,031
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
600
shares
|
$116,256
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
574
shares
|
$111,218
0.03% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
569
shares
|
$110,249
0.02% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
556
shares
|
$107,730
0.09% of portfolio
|
Q3 2024
Reduced 89.91%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
535
shares
|
$103,661
0.0% of portfolio
|
Q3 2023
Reduced 17.69%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
518
shares
|
$100,367
0.25% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
512
shares
|
$99,205
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
497
shares
|
$96,298
0.03% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
497
shares
|
$96,298
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
494
shares
|
$95,717
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
479
shares
|
$92,811
0.0% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
477
shares
|
$92,423
0.03% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
477
shares
|
$92,423
0.03% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
472
shares
|
$91,454
0.07% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
471
shares
|
$91,260
0.02% of portfolio
|
Q2 2024
Added 9.03%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
461
shares
|
$89,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
458
shares
|
$88,742
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
450
shares
|
$87,192
0.04% of portfolio
|
Q4 2020
Reduced 30.77%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
438
shares
|
$84,866
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
423
shares
|
$81,960
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
417
shares
|
$80,797
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
416
shares
|
$80,604
0.02% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$78,472
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$77,504
0.04% of portfolio
|
Q3 2023
New holding
|