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 1,575 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 $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
15
shares
|
$2,962
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
15
shares
|
$2,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
14
shares
|
$2,765
0.0% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
13
shares
|
$2,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$2,370
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
9
shares
|
$1,777
0.0% of portfolio
|
Q3 2024
Reduced 94.8%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
9
shares
|
$1,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
6
shares
|
$1,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
5
shares
|
$987
0.0% of portfolio
|
Q1 2023
Reduced 70.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
5
shares
|
$987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
4
shares
|
$790
0.0% of portfolio
|
Q3 2024
Reduced 97.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$395
0.04% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|