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 |
|---|---|---|---|---|---|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
60,680
shares
|
$11.1 Million
7.93% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
60,250
shares
|
$11.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
59,934
shares
|
$11 Million
3.68% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
59,696
shares
|
$11 Million
4.32% of portfolio
|
Q1 2025
Added 39.45%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
58,750
shares
|
$10.8 Million
1.08% of portfolio
|
Q3 2023
Added 4.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
58,106
shares
|
$10.7 Million
0.26% of portfolio
|
Q1 2025
Added 76.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
57,967
shares
|
$10.6 Million
0.45% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
57,962
shares
|
$10.6 Million
4.79% of portfolio
|
Q1 2025
Added 57.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
57,392
shares
|
$10.5 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
57,195
shares
|
$10.5 Million
3.48% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
56,900
shares
|
$10.4 Million
1.28% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
56,621
shares
|
$10.4 Million
8.12% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
56,506
shares
|
$10.4 Million
5.54% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
56,202
shares
|
$10.3 Million
4.26% of portfolio
|
Q1 2025
Added 36.26%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
55,297
shares
|
$10.1 Million
0.24% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
55,232
shares
|
$10.1 Million
0.01% of portfolio
|
Q4 2024
Added 514.37%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
55,153
shares
|
$10.1 Million
1.38% of portfolio
|
Q1 2025
Added 45.95%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
54,950
shares
|
$10.1 Million
0.51% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
54,871
shares
|
$10.1 Million
2.78% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
54,554
shares
|
$10 Million
5.18% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
54,090
shares
|
$9.92 Million
0.57% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
53,696
shares
|
$9.85 Million
0.25% of portfolio
|
Q1 2025
Reduced 39.95%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
53,504
shares
|
$9.81 Million
2.18% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
53,500
shares
|
$9.81 Million
10.77% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
53,395
shares
|
$9.79 Million
0.0% of portfolio
|
Q4 2024
Added 298.77%
|