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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
81,544
shares
|
$15.8 Million
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
81,500
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
81,394
shares
|
$15.8 Million
0.56% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
80,693
shares
|
$15.6 Million
0.2% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
80,381
shares
|
$15.6 Million
0.59% of portfolio
|
Q3 2024
Added 20.06%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
78,517
shares
|
$15.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
77,094
shares
|
$14.9 Million
1.93% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
77,007
shares
|
$14.9 Million
0.68% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
75,355
shares
|
$14.6 Million
3.57% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
75,314
shares
|
$14.6 Million
6.6% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
74,926
shares
|
$14.5 Million
5.86% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
74,920
shares
|
$14.5 Million
2.22% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
74,120
shares
|
$14.4 Million
4.21% of portfolio
|
Q3 2024
Added 1625.73%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
74,073
shares
|
$14.4 Million
1.65% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
73,731
shares
|
$14.3 Million
6.9% of portfolio
|
Q1 2024
Added 24.51%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
73,585
shares
|
$14.3 Million
3.41% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
72,941
shares
|
$14.1 Million
0.24% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
72,866
shares
|
$14.1 Million
1.09% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
72,854
shares
|
$14.1 Million
4.65% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
72,474
shares
|
$14 Million
2.99% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
72,382
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
72,091
shares
|
$14 Million
1.21% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
71,958
shares
|
$13.9 Million
0.18% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
71,600
shares
|
$13.9 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
70,798
shares
|
$13.7 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.44%
|