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 1,685 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $28.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,643,646
shares
|
$3.42 Billion
1.19% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,853,606
shares
|
$3.09 Billion
0.26% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
13,009,014
shares
|
$2.39 Billion
0.18% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,148,548
shares
|
$1.49 Billion
0.13% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,486,094
shares
|
$1.19 Billion
0.29% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,277,943
shares
|
$968 Million
0.42% of portfolio
|
Q4 2024
Added 19.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,600,608
shares
|
$660 Million
0.13% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,576,656
shares
|
$473 Million
0.53% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,484,586
shares
|
$456 Million
0.08% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,455,376
shares
|
$450 Million
0.12% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,142,670
shares
|
$393 Million
0.28% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,960,044
shares
|
$360 Million
0.76% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,806,062
shares
|
$331 Million
1.37% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,689,028
shares
|
$310 Million
1.36% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,630,728
shares
|
$299 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,450,465
shares
|
$266 Million
3.4% of portfolio
|
Q1 2025
Added 53.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,414,358
shares
|
$259 Million
1.24% of portfolio
|
Q4 2024
Added 46.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,256,404
shares
|
$230 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,221,993
shares
|
$224 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,106,614
shares
|
$203 Million
0.36% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,094,262
shares
|
$201 Million
1.52% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,022,513
shares
|
$188 Million
1.47% of portfolio
|
Q4 2024
Added 35.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
999,059
shares
|
$183 Million
0.28% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
930,804
shares
|
$171 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
921,530
shares
|
$169 Million
0.5% of portfolio
|
Q1 2025
Added 37.76%
|