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 |
|---|---|---|---|---|---|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
20,402
shares
|
$3.74 Million
0.02% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
20,350
shares
|
$3.73 Million
1.03% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
20,260
shares
|
$3.72 Million
0.22% of portfolio
|
Q1 2025
Added 66.35%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
20,213
shares
|
$3.71 Million
0.91% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
20,160
shares
|
$3.7 Million
1.19% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
20,054
shares
|
$3.68 Million
0.31% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
20,000
shares
|
$3.67 Million
1.23% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
19,998
shares
|
$3.67 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
19,927
shares
|
$3.66 Million
3.92% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
19,783
shares
|
$3.63 Million
0.36% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
May 12, 2025 Q1 2025 |
19,712
shares
|
$3.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
19,686
shares
|
$3.61 Million
0.53% of portfolio
|
Q1 2023
Added 41.89%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,643
shares
|
$3.6 Million
2.4% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
19,420
shares
|
$3.56 Million
2.74% of portfolio
|
Q1 2025
Added 204.25%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
19,037
shares
|
$3.49 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,988
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
18,974
shares
|
$3.48 Million
1.48% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
18,926
shares
|
$3.47 Million
1.44% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,894
shares
|
$3.47 Million
0.34% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
18,779
shares
|
$3.44 Million
1.42% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
18,660
shares
|
$3.42 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
18,653
shares
|
$3.42 Million
1.0% of portfolio
|
Q4 2022
Reduced 3.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,647
shares
|
$3.42 Million
0.2% of portfolio
|
Q1 2025
Reduced 50.55%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
18,646
shares
|
$3.42 Million
2.14% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
18,641
shares
|
$3.42 Million
0.31% of portfolio
|
Q1 2025
New holding
|