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 1,696 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 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
|
$3.55 Billion
1.19% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17,776,163
shares
|
$3.38 Billion
0.27% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,819,800
shares
|
$2.63 Billion
0.19% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,579,964
shares
|
$1.63 Billion
0.13% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,977,283
shares
|
$1.33 Billion
0.54% of portfolio
|
Q1 2025
Added 32.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,269,711
shares
|
$1.19 Billion
0.28% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,558,744
shares
|
$677 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,713,290
shares
|
$516 Million
0.56% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
2,590,004
shares
|
$493 Million
0.08% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,546,232
shares
|
$484 Million
0.14% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,257,076
shares
|
$429 Million
0.23% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,960,044
shares
|
$373 Million
0.76% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,806,062
shares
|
$344 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
|
$321 Million
1.36% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,677,023
shares
|
$319 Million
1.33% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,598,578
shares
|
$304 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,450,465
shares
|
$276 Million
3.4% of portfolio
|
Q1 2025
Added 53.05%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,256,404
shares
|
$239 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,252,572
shares
|
$238 Million
0.05% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,164,224
shares
|
$222 Million
0.74% of portfolio
|
Q1 2025
Added 55.45%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,119,046
shares
|
$213 Million
0.3% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,096,426
shares
|
$209 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
985,720
shares
|
$188 Million
1.44% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
930,804
shares
|
$177 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
921,530
shares
|
$175 Million
0.5% of portfolio
|
Q1 2025
Added 37.76%
|