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 |
|---|---|---|---|---|---|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
38,960
shares
|
$7.15 Million
4.84% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
38,831
shares
|
$7.12 Million
2.73% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
38,596
shares
|
$7.08 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
38,556
shares
|
$7.07 Million
1.6% of portfolio
|
Q1 2025
Added 44.6%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
38,430
shares
|
$7.05 Million
1.17% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Polianta LTD
|
Apr 16, 2025 Q1 2025 |
38,400
shares
|
$7.04 Million
3.53% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
38,279
shares
|
$7.02 Million
0.01% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
37,992
shares
|
$6.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
37,725
shares
|
$6.92 Million
1.05% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
37,617
shares
|
$6.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
37,591
shares
|
$6.9 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
37,067
shares
|
$6.8 Million
0.19% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
36,778
shares
|
$6.75 Million
0.08% of portfolio
|
Q1 2025
Reduced 41.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,303
shares
|
$6.66 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
36,289
shares
|
$6.66 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
36,240
shares
|
$6.65 Million
2.07% of portfolio
|
Q1 2025
Reduced 56.04%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
36,206
shares
|
$6.64 Million
1.48% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
36,145
shares
|
$6.63 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
36,000
shares
|
$6.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
35,834
shares
|
$6.57 Million
2.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
35,798
shares
|
$6.57 Million
0.22% of portfolio
|
Q4 2024
Added 49.05%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
35,341
shares
|
$6.48 Million
5.44% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,291
shares
|
$6.47 Million
0.58% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
35,291
shares
|
$6.47 Million
0.24% of portfolio
|
Q1 2025
Added 49.27%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
35,158
shares
|
$6.45 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.73%
|