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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
8,127
shares
|
$1.49 Million
0.5% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
8,099
shares
|
$1.49 Million
0.36% of portfolio
|
Q1 2025
Added 32.77%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
8,051
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
Added 40.33%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
8,041
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,040
shares
|
$1.47 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
8,039
shares
|
$1.47 Million
0.8% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
7,975
shares
|
$1.46 Million
0.68% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
7,935
shares
|
$1.46 Million
0.57% of portfolio
|
Q1 2025
Added 234.11%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
7,875
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,875
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,870
shares
|
$1.44 Million
0.16% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
7,838
shares
|
$1.44 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
7,820
shares
|
$1.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
7,761
shares
|
$1.42 Million
0.48% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
7,745
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Added 99.97%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
7,726
shares
|
$1.42 Million
1.26% of portfolio
|
Q1 2025
Added 59.86%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
7,706
shares
|
$1.41 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
7,614
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 45.99%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
7,587
shares
|
$1.39 Million
0.14% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
7,566
shares
|
$1.39 Million
1.93% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
7,563
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
7,554
shares
|
$1.39 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
7,488
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
7,447
shares
|
$1.37 Million
0.22% of portfolio
|
Q3 2023
Reduced 14.53%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
7,439
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.97%
|