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 |
|---|---|---|---|---|---|
|
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%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
45,784
shares
|
$8.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 30.1%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
45,153
shares
|
$8.28 Million
2.2% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
45,091
shares
|
$8.27 Million
0.24% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
44,594
shares
|
$8.18 Million
1.89% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
43,886
shares
|
$8.05 Million
0.2% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
43,580
shares
|
$7.99 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
43,540
shares
|
$7.99 Million
0.82% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
43,440
shares
|
$7.97 Million
2.85% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
43,280
shares
|
$7.94 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
43,232
shares
|
$7.93 Million
0.14% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
42,990
shares
|
$7.89 Million
0.38% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
42,768
shares
|
$7.84 Million
3.28% of portfolio
|
Q1 2025
Added 42.85%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
42,303
shares
|
$7.76 Million
0.63% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
42,246
shares
|
$7.75 Million
5.87% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
42,109
shares
|
$7.72 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
41,698
shares
|
$7.65 Million
0.07% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
41,283
shares
|
$7.57 Million
1.04% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
41,159
shares
|
$7.55 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
41,003
shares
|
$7.52 Million
0.0% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
40,637
shares
|
$7.45 Million
0.25% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
40,529
shares
|
$7.43 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 13, 2025 Q1 2025 |
40,323
shares
|
$7.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
40,232
shares
|
$7.38 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
40,102
shares
|
$7.36 Million
4.32% of portfolio
|
Q1 2025
Reduced 0.12%
|