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 1,696 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
391,037
shares
|
$74.4 Million
22.09% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
378,423
shares
|
$72 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
370,893
shares
|
$70.6 Million
0.3% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
351,642
shares
|
$66.9 Million
0.94% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
348,366
shares
|
$66.3 Million
16.47% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
323,083
shares
|
$61.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
319,118
shares
|
$60.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
314,972
shares
|
$59.9 Million
0.16% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
309,696
shares
|
$58.9 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
298,694
shares
|
$56.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
297,613
shares
|
$56.6 Million
3.73% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
294,469
shares
|
$56 Million
17.97% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
291,920
shares
|
$55.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
290,047
shares
|
$55.2 Million
2.44% of portfolio
|
Q1 2025
Added 585.64%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
284,328
shares
|
$54.1 Million
4.55% of portfolio
|
Q1 2025
Added 62.36%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
281,980
shares
|
$53.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
281,859
shares
|
$53.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
281,643
shares
|
$53.6 Million
2.03% of portfolio
|
Q1 2025
Added 21.21%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
279,913
shares
|
$53.3 Million
9.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
274,448
shares
|
$52.2 Million
10.4% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
271,408
shares
|
$51.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
269,746
shares
|
$51.3 Million
10.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
254,034
shares
|
$48.3 Million
12.83% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
252,298
shares
|
$48 Million
2.98% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
252,233
shares
|
$48 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.25%
|