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 1,700 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
68,932
shares
|
$12.6 Million
0.12% of portfolio
|
Q1 2025
Added 27.34%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
68,663
shares
|
$12.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
67,890
shares
|
$12.5 Million
3.81% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
67,267
shares
|
$12.3 Million
2.44% of portfolio
|
Q1 2025
Added 47.86%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
67,036
shares
|
$12.3 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
66,866
shares
|
$12.3 Million
6.26% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
66,183
shares
|
$12.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
65,913
shares
|
$12.1 Million
2.11% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
65,684
shares
|
$12 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
65,598
shares
|
$12 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
65,309
shares
|
$12 Million
1.76% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
64,697
shares
|
$11.9 Million
0.39% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
64,648
shares
|
$11.9 Million
0.39% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
63,814
shares
|
$11.7 Million
1.48% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
63,789
shares
|
$11.7 Million
5.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 14, 2025 Q1 2025 |
63,724
shares
|
$11.7 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
62,930
shares
|
$11.5 Million
4.99% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
62,390
shares
|
$11.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
61,793
shares
|
$11.3 Million
3.47% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
61,736
shares
|
$11.3 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,731
shares
|
$11.3 Million
0.79% of portfolio
|
Q3 2023
Reduced 9.26%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
61,644
shares
|
$11.3 Million
2.49% of portfolio
|
Q1 2025
Added 46.27%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
61,373
shares
|
$11.3 Million
10.11% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
61,181
shares
|
$11.2 Million
0.23% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
60,753
shares
|
$11.1 Million
0.14% of portfolio
|
Q4 2024
Added 21.43%
|