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 |
|---|---|---|---|---|---|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
70,711
shares
|
$13.7 Million
6.83% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
70,030
shares
|
$13.6 Million
1.21% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
69,864
shares
|
$13.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
69,417
shares
|
$13.5 Million
2.55% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68,479
shares
|
$13.3 Million
0.39% of portfolio
|
Q3 2024
Added 72.02%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
68,034
shares
|
$13.2 Million
1.58% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
67,897
shares
|
$13.2 Million
2.17% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
67,351
shares
|
$13 Million
0.24% of portfolio
|
Q3 2024
Added 1497.89%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
67,309
shares
|
$13 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
65,950
shares
|
$12.8 Million
0.35% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
65,568
shares
|
$12.7 Million
0.14% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
65,496
shares
|
$12.7 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
65,138
shares
|
$12.6 Million
0.72% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
64,912
shares
|
$12.6 Million
1.83% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
64,634
shares
|
$12.5 Million
5.18% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
64,463
shares
|
$12.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
64,438
shares
|
$12.5 Million
8.19% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
64,358
shares
|
$12.5 Million
3.74% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
64,088
shares
|
$12.4 Million
0.54% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
62,810
shares
|
$12.2 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
62,151
shares
|
$12 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,731
shares
|
$12 Million
0.79% of portfolio
|
Q3 2023
Reduced 9.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
61,512
shares
|
$11.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
61,213
shares
|
$11.9 Million
0.36% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
60,473
shares
|
$11.7 Million
8.16% of portfolio
|
Q3 2024
Added 2.41%
|