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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
22,624
shares
|
$4.15 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
22,477
shares
|
$4.12 Million
2.21% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
22,437
shares
|
$4.12 Million
2.42% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
22,425
shares
|
$4.11 Million
3.77% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
22,230
shares
|
$4.08 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
22,085
shares
|
$4.05 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
22,031
shares
|
$4.04 Million
0.15% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
21,981
shares
|
$4.03 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
21,964
shares
|
$4.03 Million
3.53% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
21,953
shares
|
$4.03 Million
2.28% of portfolio
|
Q1 2025
Added 32.54%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
21,934
shares
|
$4.02 Million
4.78% of portfolio
|
Q1 2025
Added 36.79%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
21,896
shares
|
$4.02 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
21,848
shares
|
$4.01 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
21,770
shares
|
$3.99 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,767
shares
|
$3.99 Million
3.75% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
21,419
shares
|
$3.93 Million
1.75% of portfolio
|
Q1 2025
Added 56.7%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,252
shares
|
$3.9 Million
0.94% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
21,143
shares
|
$3.88 Million
2.86% of portfolio
|
Q1 2025
Added 54.02%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,118
shares
|
$3.87 Million
0.36% of portfolio
|
Q1 2025
Added 40.84%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
20,917
shares
|
$3.84 Million
2.07% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
20,782
shares
|
$3.81 Million
0.81% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
20,718
shares
|
$3.8 Million
1.12% of portfolio
|
Q1 2025
Added 34.52%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
20,682
shares
|
$3.79 Million
1.85% of portfolio
|
Q1 2025
Added 41.35%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
20,652
shares
|
$3.79 Million
0.54% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,646
shares
|
$3.79 Million
0.99% of portfolio
|
Q3 2023
New holding
|