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iShares S&P 500 Value ETF Institutional Ownership (NYSEARCA:IVE)

$131.78
+0.21 (+0.16 %)
(As of 01/17/2020 04:00 PM ET)
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Today's Range
$131.60
Now: $131.78
$131.86
50-Day Range
$124.81
MA: $129.07
$131.78
52-Week Range
$105.89
Now: $131.78
$131.86
Volume556,310 shs
Average Volume906,275 shs
Market Capitalization$18.07 billion
P/E RatioN/A
Dividend Yield2.08%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares S&P 500 Value ETF (NYSEARCA:IVE)

 

Institutional Buying and Selling by Quarter

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iShares S&P 500 Value ETF (NYSEARCA IVE) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
1/17/2020Alpha Cubed Investments LLC4,214$0.55M0.1%-6.7%0.003%
1/17/2020West Coast Financial LLC7,762$1.01M0.2%-4.9%0.006%
1/17/2020First National Bank of Omaha1,716$0.22M0.0%-19.9%0.001%
1/17/2020Steward Partners Investment Advisory LLC14,946$1.94M0.1%+49.0%0.011%
1/17/2020Manchester Financial Inc.1,000$0.13M0.1%N/A0.001%
1/17/2020YorkBridge Wealth Partners LLC8,831$1.15M0.5%+130.5%0.006%
1/17/2020Huntington National Bank504,276$65.60M1.0%+5.1%0.368%
1/17/2020Independence Wealth Advisors Inc.55,222$7.18M7.0%-5.5%0.040%
1/17/2020Harvest Investment Services LLC5,036$0.66M0.3%N/A0.004%
1/17/2020Good Life Advisors LLC1,528$0.20M0.1%N/A0.001%
1/17/2020IFP Advisors Inc33,200$4.33M0.3%+97.2%0.024%
1/16/2020Arlington Partners LLC127,119$16.54M10.1%+0.5%0.093%
1/16/2020We Are One Seven LLC2,024$0.26M0.1%+6.6%0.001%
1/16/2020Stordahl Capital Management Inc.21,948$2.86M1.2%-1.8%0.016%
1/16/2020Norway Savings Bank24,834$3.23M2.3%-8.1%0.018%
1/15/2020AE Wealth Management LLC68,459$8.91M0.2%+226.8%0.050%
1/15/2020Gradient Investments LLC1,716$0.22M0.0%-99.6%0.001%
1/15/2020FormulaFolio Investments LLC66,262$8.62M0.3%+45.1%0.048%
1/15/2020Guidance Point Advisors LLC45,645$5.94M2.9%-1.5%0.033%
1/15/2020Measured Wealth Private Client Group LLC1,942$0.25M0.2%-34.5%0.001%
1/15/2020Boenning & Scattergood Inc.5,422$0.71M0.2%-2.9%0.004%
1/15/2020Parkside Advisors LLC1,597$0.21M0.1%-43.7%0.001%
1/15/2020Honkamp Krueger Financial Services Inc.16,459$2.14M0.1%-1.8%0.012%
1/14/2020Raymond James Trust N.A.9,463$1.23M0.1%-1.5%0.007%
1/14/2020UMA Financial Services Inc.3,919$0.51M0.2%-6.4%0.003%
1/14/2020GenWealth Group Inc.34,314$4.46M1.7%+1.6%0.025%
1/14/2020D.B. Root & Company LLC3,420$0.45M0.2%-4.8%0.002%
1/14/2020Centerpoint Advisors LLC66,078$8.60M6.3%+1.3%0.048%
1/14/2020Endurance Wealth Management Inc.11,386$1.48M0.2%+23.1%0.008%
1/14/2020Atlas Brown Inc.3,542$0.46M0.3%-5.6%0.003%
1/14/2020Acropolis Investment Management LLC61,649$8M1.1%-0.8%0.045%
1/14/2020PFG Advisors13,241$1.72M0.4%+1.4%0.010%
1/14/2020Cypress Wealth Services LLC4,011$0.52M0.1%+5.4%0.003%
1/14/2020Taylor Cottrill Erickson & Associates Inc.6,630$0.86M0.2%+3.3%0.005%
1/14/2020Johanson Financial Advisors Inc.5,838,622$44.88M2.1%+13,107.5%4.251%
1/13/2020First Hawaiian Bank397,670$51.73M2.5%-0.9%0.290%
1/13/2020ETF Portfolio Partners Inc.114,701$14.92M7.9%+2.1%0.083%
1/13/2020Perigon Wealth Management LLC5,972$0.78M0.2%+14.9%0.004%
1/13/2020Home Federal Bank of Tennessee513,690$66.83M28.0%-0.1%0.374%
1/13/2020Polianta Ltd93,100$12.11M7.4%N/A0.068%
1/13/2020Lake Street Financial LLC6,755$0.88M0.3%+3.6%0.005%
1/13/2020Mirsky Financial Management CORP.142,658$18.56M12.1%+5.3%0.104%
1/13/2020Viridian Ria LLC64,443$8.38M3.0%+2.4%0.047%
1/13/2020Tuttle Tactical Management5,275$0.69M0.3%N/A0.004%
1/13/2020Stony Point Wealth Management Inc.17,670$2.30M2.0%+3.6%0.013%
1/13/2020F3Logic LLC82,634$10.75M2.0%+3.4%0.060%
1/13/2020BKD Wealth Advisors LLC106,835$13.90M1.0%+259.7%0.078%
1/10/2020Courier Capital LLC305,280$39.78M4.7%+0.1%0.222%
1/10/2020Clarus Wealth Advisors13,546$1.77M1.1%+310.6%0.010%
1/10/2020Pinnacle Bank29,020$3.78M2.6%+7.3%0.021%
1/10/2020Kwmg LLC222,734$28.98M6.4%-3.8%0.162%
1/9/2020West Oak Capital LLC1,730$0.23M0.1%-5.5%0.001%
1/9/2020Contravisory Investment Management Inc.473$62K0.0%-33.7%0.000%
1/9/2020LifePlan Financial Group Inc8,249$1.07M0.5%-1.4%0.006%
1/9/2020Hudson Capital Management LLC29,422$3.77M1.9%-3.9%0.021%
1/9/2020Pure Financial Advisors Inc.81,990$10.67M1.8%-1.0%0.060%
1/8/2020Nachman Norwood & Parrott Inc31,901$4.15M0.7%+0.4%0.023%
1/8/2020Murphy Middleton Hinkle & Parker Inc.14,521$1.89M1.3%+8.0%0.011%
1/8/2020Cribstone Capital Management LLC7,722$1.01M0.9%-36.9%0.006%
1/8/2020Apexium Financial LP3,320$0.43M0.6%N/A0.002%
1/8/2020Astoria Strategic Wealth Inc.61,482$7.99M5.7%N/A0.045%
1/8/2020Strategic Point Investment Advisors LLC132,774$17.27M6.3%-1.1%0.097%
1/8/2020Carroll Financial Associates Inc.2,891$0.38M0.0%+7.9%0.002%
1/7/2020Ellis Investment Partners LLC15,064$1.97M0.7%-6.7%0.011%
1/7/2020Pacific Financial Group Inc.33,260$4.33M0.4%-35.0%0.024%
1/7/2020Windsor Group LTD4,631$0.60M0.2%-81.0%0.003%
1/7/2020Thomasville National Bank8,965$1.17M0.2%-2.8%0.007%
1/6/2020Simon Quick Advisors LLC7,346$0.96M0.3%+32.5%0.005%
12/17/2019Evoke Wealth LLC7,589$0.90M0.1%N/A0.006%
11/27/2019Metropolitan Life Insurance Co NY9,200$1.10M0.0%+19.5%0.007%
11/27/2019Millennium Management LLC22,011$2.62M0.0%-96.1%0.016%
11/27/2019Bank of Hawaii108,755$12.96M1.0%-0.5%0.080%
11/27/2019IHT Wealth Management LLC32,940$3.92M0.5%-1.2%0.024%
11/27/2019Wealthsource Partners LLC47,041$5.60M0.8%-2.6%0.035%
11/27/2019Regal Investment Advisors LLC4,993$0.60M0.1%-5.1%0.004%
11/27/2019Baker Avenue Asset Management LP322,550$38.43M3.1%+0.2%0.237%
11/27/2019Barclays PLC38,106$4.54M0.0%+1.8%0.028%
11/27/2019Torch Wealth Management LLC4,354$0.52M0.3%+3.1%0.003%
11/27/2019Mather Group LLC.10,466$1.25M0.1%-6.9%0.008%
11/27/2019Charles Schwab Trust Co2,084$0.25M0.1%N/A0.002%
11/27/2019Integrated Wealth Concepts LLC9,893$1.18M0.1%+2.8%0.007%
11/27/2019Pathway Financial Advisors LLC37,354$4.70M1.3%-0.3%0.027%
11/27/2019Titus Wealth Management1,732$0.21M0.2%N/A0.001%
11/27/2019Vicus Capital146,686$17.48M2.4%+0.8%0.107%
11/27/2019EP Wealth Advisors LLC11,527$1.37M0.1%-2.9%0.008%
11/27/2019First Heartland Consultants Inc.28,776$3.43M0.7%+3.6%0.021%
11/27/2019Ancora Advisors LLC36,134$4.31M0.2%+1,983.9%0.026%
11/27/2019Global Retirement Partners LLC3,531$0.42M0.1%+41.0%0.003%
11/27/2019Wealth & Pension Services Group Inc.5,627$0.67M0.5%+174.5%0.004%
11/27/2019Stifel Financial Corp3,299,722$393.21M1.0%+16.5%2.402%
11/27/2019Cribstone Capital Management LLC12,243$1.46M0.9%-13.2%0.009%
11/27/2019MV Capital Management Inc.137,761$16.41M3.7%+4.0%0.100%
11/27/2019Voya Financial Advisors Inc.7,698$0.91M0.0%-78.8%0.006%
11/27/2019UMA Financial Services Inc.4,187$0.53M0.3%N/A0.003%
11/27/2019Colony Group LLC145,396$17.32M0.6%-0.1%0.106%
11/6/2019MUFG Americas Holdings Corp149,612$17.83M0.5%-1.9%0.110%
11/6/2019Valmark Advisers Inc.598,342$71.29M1.6%-1.4%0.442%
11/6/2019First Allied Advisory Services Inc.87,696$10.46M0.4%-11.7%0.065%
11/6/2019Cetera Advisors LLC28,900$3.45M0.2%-5.7%0.021%
11/6/2019Cetera Advisor Networks LLC27,219$3.24M0.1%+1.2%0.020%
(Data available from 1/1/2016 forward)
This page was last updated on 1/18/2020 by MarketBeat.com Staff

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