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 |
|---|---|---|---|---|---|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
256
shares
|
$49,602
0.02% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
252
shares
|
$48,827
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$48,440
0.03% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
240
shares
|
$46,502
0.0% of portfolio
|
Q2 2024
Reduced 16.38%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
225
shares
|
$43,596
0.01% of portfolio
|
Q4 2021
Reduced 6.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
225
shares
|
$43,596
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
221
shares
|
$42,820
0.01% of portfolio
|
Q2 2024
Reduced 46.62%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
213
shares
|
$41,270
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
212
shares
|
$41,077
0.01% of portfolio
|
Q3 2022
Reduced 15.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
212
shares
|
$41,077
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
202
shares
|
$39,139
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$38,752
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$38,752
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$38,752
0.01% of portfolio
|
Q4 2020
Reduced 78.05%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
199
shares
|
$38,558
1.05% of portfolio
|
Q3 2024
Reduced 87.74%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
188
shares
|
$36,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
186
shares
|
$36,039
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
185
shares
|
$35,845
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
181
shares
|
$35,070
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
179
shares
|
$34,683
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
174
shares
|
$33,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
163
shares
|
$31,582
0.02% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
163
shares
|
$31,582
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
158
shares
|
$30,614
0.01% of portfolio
|
Q3 2024
Reduced 49.2%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
156
shares
|
$30,226
0.01% of portfolio
|
Q3 2024
New holding
|