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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
118,056
shares
|
$22.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
118,032
shares
|
$22.9 Million
3.08% of portfolio
|
Q1 2023
Reduced 34.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
116,905
shares
|
$22.7 Million
0.77% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
116,540
shares
|
$22.6 Million
6.57% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
115,946
shares
|
$22.5 Million
0.65% of portfolio
|
Q4 2023
Added 3.91%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
115,293
shares
|
$22.3 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
114,952
shares
|
$22.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
114,542
shares
|
$22.2 Million
0.82% of portfolio
|
Q3 2024
Added 44.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
112,822
shares
|
$21.9 Million
0.69% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
112,787
shares
|
$21.9 Million
0.35% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
112,303
shares
|
$21.8 Million
0.72% of portfolio
|
Q3 2024
Added 1511.47%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
111,877
shares
|
$21.7 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
108,559
shares
|
$21 Million
6.33% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
108,344
shares
|
$21 Million
0.31% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
107,756
shares
|
$20.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
107,748
shares
|
$20.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
107,473
shares
|
$20.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
106,621
shares
|
$20.7 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
106,419
shares
|
$20.6 Million
4.34% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
105,783
shares
|
$20.5 Million
5.49% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
105,658
shares
|
$20.5 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
104,346
shares
|
$20.2 Million
7.46% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
104,000
shares
|
$20.2 Million
4.32% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
101,868
shares
|
$19.7 Million
4.54% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
101,832
shares
|
$19.7 Million
16.84% of portfolio
|
Q3 2024
Reduced 4.53%
|