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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,765
shares
|
$1.61 Million
0.26% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,750
shares
|
$1.61 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,707
shares
|
$1.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,641
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
8,598
shares
|
$1.58 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
8,587
shares
|
$1.58 Million
0.34% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,573
shares
|
$1.57 Million
0.11% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
8,526
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,521
shares
|
$1.56 Million
0.3% of portfolio
|
Q3 2021
Reduced 0.57%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
8,500
shares
|
$1.56 Million
0.46% of portfolio
|
Q3 2020
Added 54.55%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
8,457
shares
|
$1.55 Million
1.12% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
8,434
shares
|
$1.55 Million
0.22% of portfolio
|
Q1 2025
Added 66.19%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
8,399
shares
|
$1.54 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,358
shares
|
$1.53 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
8,308
shares
|
$1.52 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,279
shares
|
$1.52 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
8,275
shares
|
$1.52 Million
0.54% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
8,272
shares
|
$1.52 Million
1.32% of portfolio
|
Q1 2025
Added 30.76%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,261
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Marathon Partners Equity Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,250
shares
|
$1.51 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
8,212
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
8,196
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
8,156
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
8,131
shares
|
$1.49 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
8,127
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Added 10.35%
|