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 |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
18,594
shares
|
$3.41 Million
1.45% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
18,481
shares
|
$3.39 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
18,417
shares
|
$3.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
18,159
shares
|
$3.33 Million
0.34% of portfolio
|
Q4 2024
Reduced 48.39%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
18,101
shares
|
$3.32 Million
0.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
18,097
shares
|
$3.32 Million
0.2% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
18,033
shares
|
$3.31 Million
0.12% of portfolio
|
Q4 2024
Added 125.33%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
17,931
shares
|
$3.29 Million
1.17% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
17,770
shares
|
$3.26 Million
1.05% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
17,757
shares
|
$3.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
17,729
shares
|
$3.25 Million
0.2% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
17,719
shares
|
$3.25 Million
0.1% of portfolio
|
Q1 2025
Added 766.45%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
17,613
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
17,556
shares
|
$3.22 Million
0.86% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
17,418
shares
|
$3.19 Million
2.47% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,401
shares
|
$3.19 Million
1.89% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
17,378
shares
|
$3.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,362
shares
|
$3.18 Million
0.05% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,312
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
17,300
shares
|
$3.17 Million
0.37% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,261
shares
|
$3.17 Million
0.08% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
17,224
shares
|
$3.16 Million
0.02% of portfolio
|
Q1 2025
Added 76.73%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
17,157
shares
|
$3.15 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
17,123
shares
|
$3.14 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
17,081
shares
|
$3.13 Million
0.38% of portfolio
|
Q1 2025
Added 1.81%
|