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 |
|---|---|---|---|---|---|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
15,184
shares
|
$2.79 Million
1.24% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
15,017
shares
|
$2.75 Million
3.15% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
15,015
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 12, 2025 Q4 2024 |
14,989
shares
|
$2.75 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
14,983
shares
|
$2.75 Million
0.08% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
14,855
shares
|
$2.72 Million
1.93% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
14,809
shares
|
$2.72 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
14,764
shares
|
$2.71 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
14,743
shares
|
$2.7 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
14,681
shares
|
$2.69 Million
0.43% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,642
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2022
Reduced 59.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,597
shares
|
$2.68 Million
0.08% of portfolio
|
Q1 2025
Reduced 39.75%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
14,577
shares
|
$2.67 Million
0.05% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
14,538
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Added 52.28%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
14,449
shares
|
$2.65 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
14,426
shares
|
$2.65 Million
1.62% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
14,333
shares
|
$2.63 Million
0.39% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
14,307
shares
|
$2.62 Million
2.44% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
14,232
shares
|
$2.61 Million
0.35% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
14,214
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,198
shares
|
$2.6 Million
0.11% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
13,913
shares
|
$2.55 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
13,831
shares
|
$2.54 Million
0.15% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
13,822
shares
|
$2.54 Million
0.8% of portfolio
|
Q1 2025
Added 45.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,783
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2024
Added 14.14%
|