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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
52,703
shares
|
$9.67 Million
0.86% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52,663
shares
|
$9.66 Million
0.31% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
52,489
shares
|
$9.63 Million
0.08% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
52,409
shares
|
$9.61 Million
0.6% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
51,918
shares
|
$9.52 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
51,905
shares
|
$9.52 Million
8.3% of portfolio
|
Q1 2023
Reduced 44.24%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
51,849
shares
|
$9.51 Million
1.84% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
51,602
shares
|
$9.47 Million
9.27% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
50,998
shares
|
$9.35 Million
0.84% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
50,731
shares
|
$9.31 Million
0.66% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
49,953
shares
|
$9.16 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
49,840
shares
|
$9.14 Million
1.15% of portfolio
|
Q1 2025
Added 42.25%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
49,660
shares
|
$9.11 Million
1.14% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
49,600
shares
|
$9.1 Million
0.0% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
49,144
shares
|
$9.01 Million
0.85% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
48,941
shares
|
$8.98 Million
1.14% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
48,752
shares
|
$8.94 Million
3.36% of portfolio
|
Q4 2024
Added 138.85%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
48,275
shares
|
$8.86 Million
0.76% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
47,961
shares
|
$8.8 Million
0.37% of portfolio
|
Q1 2025
Added 634.92%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
47,953
shares
|
$8.8 Million
2.94% of portfolio
|
Q1 2025
Added 55.32%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
47,934
shares
|
$8.79 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
46,769
shares
|
$8.58 Million
6.66% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
46,680
shares
|
$8.56 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
46,643
shares
|
$8.56 Million
0.26% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
46,009
shares
|
$8.44 Million
0.31% of portfolio
|
Q1 2025
Added 11.03%
|