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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
156
shares
|
$30,226
0.01% of portfolio
|
Q2 2023
Reduced 41.13%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
155
shares
|
$30,032
0.02% of portfolio
|
Q3 2024
Added 38.39%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
142
shares
|
$27,513
0.02% of portfolio
|
Q3 2024
Reduced 65.11%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
141
shares
|
$27,320
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
130
shares
|
$25,188
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
126
shares
|
$24,413
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
123
shares
|
$23,832
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
123
shares
|
$23,832
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
121
shares
|
$23,444
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
114
shares
|
$22,088
0.0% of portfolio
|
Q1 2024
Added 34.12%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
112
shares
|
$21,701
0.0% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
112
shares
|
$21,701
0.01% of portfolio
|
Q2 2022
Reduced 13.39%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
111
shares
|
$21,507
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
110
shares
|
$21,313
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
109
shares
|
$21,119
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$19,763
0.0% of portfolio
|
Q2 2022
Reduced 92.08%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$19,376
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
100
shares
|
$19,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
100
shares
|
$19,376
0.0% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
100
shares
|
$19,376
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
95
shares
|
$18,407
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
94
shares
|
$18,213
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
92
shares
|
$17,825
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
90
shares
|
$17,438
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
87
shares
|
$16,857
0.0% of portfolio
|
Q1 2024
Reduced 64.63%
|