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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
9,508
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
9,487
shares
|
$1.74 Million
0.43% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,458
shares
|
$1.73 Million
0.59% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,395
shares
|
$1.72 Million
0.13% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
9,373
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Added 45.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
9,301
shares
|
$1.71 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
9,245
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
9,237
shares
|
$1.69 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
9,234
shares
|
$1.69 Million
0.09% of portfolio
|
Q4 2024
Added 412.15%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
9,216
shares
|
$1.69 Million
0.34% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
9,184
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
9,112
shares
|
$1.67 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
9,100
shares
|
$1.67 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
9,094
shares
|
$1.67 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
9,085
shares
|
$1.67 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,081
shares
|
$1.67 Million
0.38% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,071
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
8,984
shares
|
$1.65 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
8,943
shares
|
$1.64 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
8,928
shares
|
$1.64 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
8,916
shares
|
$1.64 Million
1.1% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,907
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
8,888
shares
|
$1.63 Million
0.07% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,867
shares
|
$1.63 Million
1.28% of portfolio
|
Q1 2025
Added 24.45%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,852
shares
|
$1.62 Million
1.17% of portfolio
|
Q1 2025
Added 42.2%
|