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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
34,900
shares
|
$6.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
34,570
shares
|
$6.34 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
34,537
shares
|
$6.34 Million
0.26% of portfolio
|
Q4 2024
Added 48.11%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
34,149
shares
|
$6.26 Million
5.62% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
33,995
shares
|
$6.24 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
33,915
shares
|
$6.22 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
33,577
shares
|
$6.16 Million
0.44% of portfolio
|
Q4 2024
Added 345.67%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
33,567
shares
|
$6.16 Million
0.57% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
33,197
shares
|
$6.09 Million
0.74% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,158
shares
|
$6.08 Million
0.18% of portfolio
|
Q2 2020
Reduced 14.63%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
32,958
shares
|
$6.05 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
32,781
shares
|
$6.01 Million
1.06% of portfolio
|
Q1 2025
Reduced 40.51%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
32,542
shares
|
$5.97 Million
4.79% of portfolio
|
Q1 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
32,516
shares
|
$5.96 Million
3.71% of portfolio
|
Q1 2025
Added 60.13%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
32,334
shares
|
$5.93 Million
4.05% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
32,275
shares
|
$5.92 Million
4.21% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
32,046
shares
|
$5.88 Million
0.07% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
31,970
shares
|
$5.86 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
31,954
shares
|
$5.86 Million
1.88% of portfolio
|
Q4 2024
Added 560.48%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
31,951
shares
|
$5.86 Million
3.91% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
31,914
shares
|
$5.85 Million
0.07% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
31,706
shares
|
$5.82 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
31,491
shares
|
$5.78 Million
0.54% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
31,280
shares
|
$5.74 Million
0.67% of portfolio
|
Q4 2024
Reduced 18.29%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
31,023
shares
|
$5.69 Million
0.12% of portfolio
|
Q1 2025
Added 0.53%
|