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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
12,377
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
12,369
shares
|
$2.27 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
12,322
shares
|
$2.26 Million
0.14% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
12,300
shares
|
$2.26 Million
1.8% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
12,283
shares
|
$2.25 Million
0.59% of portfolio
|
Q4 2024
Reduced 34.39%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
12,273
shares
|
$2.25 Million
0.24% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
12,239
shares
|
$2.24 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
12,097
shares
|
$2.22 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
12,047
shares
|
$2.21 Million
1.47% of portfolio
|
Q4 2023
Added 0.28%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
12,044
shares
|
$2.21 Million
0.28% of portfolio
|
Q4 2024
Reduced 36.91%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
11,996
shares
|
$2.2 Million
0.5% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
11,941
shares
|
$2.19 Million
0.43% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
11,869
shares
|
$2.18 Million
1.22% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
11,823
shares
|
$2.17 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
11,792
shares
|
$2.16 Million
2.16% of portfolio
|
Q1 2025
Reduced 43.92%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
11,789
shares
|
$2.16 Million
0.78% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
11,720
shares
|
$2.15 Million
2.53% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
11,658
shares
|
$2.14 Million
1.82% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
11,515
shares
|
$2.11 Million
0.76% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
11,453
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
11,379
shares
|
$2.09 Million
1.25% of portfolio
|
Q1 2025
Added 74.85%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
11,318
shares
|
$2.08 Million
1.08% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
11,297
shares
|
$2.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
11,238
shares
|
$2.06 Million
0.34% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,214
shares
|
$2.06 Million
0.12% of portfolio
|
Q1 2025
Added 5.42%
|