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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
13,737
shares
|
$2.52 Million
2.28% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
13,725
shares
|
$2.52 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
13,669
shares
|
$2.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 49.72%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
13,500
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.53%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
13,439
shares
|
$2.47 Million
2.07% of portfolio
|
Q1 2025
Added 176.75%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
13,390
shares
|
$2.46 Million
0.15% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
13,330
shares
|
$2.45 Million
1.28% of portfolio
|
Q2 2023
Reduced 3.62%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
13,261
shares
|
$2.43 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
13,244
shares
|
$2.43 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
13,239
shares
|
$2.43 Million
0.36% of portfolio
|
Q1 2025
Added 30.68%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,203
shares
|
$2.42 Million
0.54% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
13,104
shares
|
$2.4 Million
1.88% of portfolio
|
Q1 2025
Added 35.72%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
13,000
shares
|
$2.38 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
12,979
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
12,811
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
12,810
shares
|
$2.35 Million
1.49% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
12,710
shares
|
$2.33 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
12,627
shares
|
$2.32 Million
0.12% of portfolio
|
Q1 2025
Added 584.76%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
12,609
shares
|
$2.31 Million
0.8% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
12,581
shares
|
$2.31 Million
0.75% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
12,505
shares
|
$2.29 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
12,479
shares
|
$2.29 Million
0.49% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
12,450
shares
|
$2.28 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
12,441
shares
|
$2.28 Million
1.1% of portfolio
|
Q4 2024
Reduced 55.28%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
12,436
shares
|
$2.28 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.54%
|