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 |
|---|---|---|---|---|---|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
30,922
shares
|
$5.67 Million
5.59% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
30,842
shares
|
$5.66 Million
0.67% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
30,793
shares
|
$5.65 Million
0.71% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
30,417
shares
|
$5.58 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
30,025
shares
|
$5.51 Million
7.28% of portfolio
|
Q1 2023
Reduced 57.86%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,690
shares
|
$5.45 Million
0.85% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
29,581
shares
|
$5.43 Million
1.62% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
29,315
shares
|
$5.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
29,262
shares
|
$5.37 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
28,597
shares
|
$5.25 Million
0.24% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
28,478
shares
|
$5.22 Million
0.43% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
28,198
shares
|
$5.17 Million
1.5% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,192
shares
|
$5.17 Million
0.48% of portfolio
|
Q4 2022
Added 18.25%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
27,760
shares
|
$5.09 Million
0.49% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
27,744
shares
|
$5.09 Million
0.48% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
27,597
shares
|
$5.06 Million
0.05% of portfolio
|
Q1 2025
Added 189.58%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
27,506
shares
|
$5.05 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
27,446
shares
|
$5.03 Million
0.09% of portfolio
|
Q1 2025
Added 100.79%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
27,374
shares
|
$5.02 Million
2.94% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
27,302
shares
|
$5.01 Million
2.17% of portfolio
|
Q1 2025
Added 66.81%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
26,915
shares
|
$4.94 Million
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
26,803
shares
|
$4.92 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
26,767
shares
|
$4.91 Million
0.36% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
26,419
shares
|
$4.85 Million
0.08% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
26,372
shares
|
$4.84 Million
0.62% of portfolio
|
Q1 2025
Added 18.06%
|