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 |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
7,421
shares
|
$1.36 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
7,402
shares
|
$1.36 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
7,374
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Added 186.15%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
7,368
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
7,348
shares
|
$1.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
7,336
shares
|
$1.35 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
7,310
shares
|
$1.34 Million
1.19% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
7,300
shares
|
$1.34 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
7,284
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
7,271
shares
|
$1.33 Million
0.56% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
7,262
shares
|
$1.33 Million
0.65% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
7,237
shares
|
$1.33 Million
0.1% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,232
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
7,226
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
7,225
shares
|
$1.33 Million
0.32% of portfolio
|
Q1 2025
Added 134.96%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
7,218
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
7,201
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
7,165
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 42.67%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
7,164
shares
|
$1.31 Million
0.85% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
7,125
shares
|
$1.31 Million
0.17% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
7,041
shares
|
$1.29 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
7,010
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
6,983
shares
|
$1.28 Million
0.84% of portfolio
|
Q1 2025
Added 25.26%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
6,958
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2022
Added 196.09%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
6,957
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2025
Added 2.73%
|