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 1,698 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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
10,416
shares
|
$1.91 Million
0.05% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
10,387
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,322
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,313
shares
|
$1.89 Million
0.22% of portfolio
|
Q1 2025
Reduced 87.55%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
10,307
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,269
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
10,215
shares
|
$1.87 Million
0.77% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
10,215
shares
|
$1.87 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,201
shares
|
$1.87 Million
0.69% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
10,108
shares
|
$1.85 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,104
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 103.87%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,077
shares
|
$1.85 Million
1.08% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
10,024
shares
|
$1.84 Million
0.68% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$1.83 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,988
shares
|
$1.83 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
9,977
shares
|
$1.83 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
9,956
shares
|
$1.83 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
9,820
shares
|
$1.8 Million
0.03% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
9,771
shares
|
$1.79 Million
0.86% of portfolio
|
Q1 2025
Reduced 35.41%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
9,708
shares
|
$1.78 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,701
shares
|
$1.78 Million
0.36% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,697
shares
|
$1.78 Million
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
9,674
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
9,650
shares
|
$1.77 Million
1.95% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
9,638
shares
|
$1.77 Million
0.84% of portfolio
|
Q1 2025
Added 4.65%
|