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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
101,006
shares
|
$19.6 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
100,878
shares
|
$19.5 Million
0.4% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
100,778
shares
|
$19.5 Million
1.0% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
100,045
shares
|
$19.4 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
96,624
shares
|
$18.7 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
96,195
shares
|
$18.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
94,666
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
93,845
shares
|
$18.2 Million
4.15% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
93,822
shares
|
$18.2 Million
1.3% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
93,474
shares
|
$18.1 Million
9.17% of portfolio
|
Q4 2023
Reduced 5.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
92,311
shares
|
$17.9 Million
0.34% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
91,818
shares
|
$17.8 Million
2.51% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
91,406
shares
|
$17.7 Million
3.03% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
90,401
shares
|
$17.5 Million
1.63% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
90,199
shares
|
$17.5 Million
0.15% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
90,146
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
88,248
shares
|
$17.1 Million
3.35% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
87,720
shares
|
$17 Million
2.11% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
86,410
shares
|
$16.7 Million
1.12% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,129
shares
|
$16.5 Million
1.58% of portfolio
|
Q2 2023
Reduced 3.14%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
85,027
shares
|
$16.5 Million
5.79% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
84,352
shares
|
$16.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
84,120
shares
|
$16.3 Million
0.51% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
83,674
shares
|
$16.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
82,667
shares
|
$16 Million
3.52% of portfolio
|
Q3 2024
Added 6.54%
|