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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
26,115
shares
|
$4.79 Million
0.48% of portfolio
|
Q1 2025
Added 38.22%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
26,112
shares
|
$4.79 Million
2.67% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
26,104
shares
|
$4.79 Million
4.57% of portfolio
|
Q1 2025
Added 93.69%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
25,841
shares
|
$4.74 Million
3.12% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
25,812
shares
|
$4.73 Million
0.12% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
25,620
shares
|
$4.7 Million
0.15% of portfolio
|
Q4 2024
Added 30.58%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
25,501
shares
|
$4.68 Million
2.43% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
25,285
shares
|
$4.64 Million
2.62% of portfolio
|
Q1 2025
Added 117.19%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25,077
shares
|
$4.6 Million
8.75% of portfolio
|
Q3 2023
Reduced 72.58%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
25,045
shares
|
$4.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 34.24%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
24,944
shares
|
$4.58 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
24,500
shares
|
$4.49 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
24,375
shares
|
$4.47 Million
1.21% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
24,077
shares
|
$4.42 Million
1.77% of portfolio
|
Q1 2025
Added 43.13%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
23,948
shares
|
$4.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
23,821
shares
|
$4.37 Million
0.09% of portfolio
|
Q2 2024
Reduced 17.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
23,701
shares
|
$4.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
23,682
shares
|
$4.34 Million
1.41% of portfolio
|
Q1 2025
Added 18.77%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
23,671
shares
|
$4.34 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
23,430
shares
|
$4.3 Million
0.16% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
23,384
shares
|
$4.29 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
23,342
shares
|
$4.28 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
23,184
shares
|
$4.25 Million
2.91% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
23,140
shares
|
$4.24 Million
1.87% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,108
shares
|
$4.24 Million
0.43% of portfolio
|
Q2 2023
Reduced 4.43%
|