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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
6,893
shares
|
$1.26 Million
1.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
6,884
shares
|
$1.26 Million
0.35% of portfolio
|
Q1 2025
Reduced 93.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
6,879
shares
|
$1.26 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,878
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,868
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
6,839
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
6,799
shares
|
$1.25 Million
0.83% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
6,708
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
6,693
shares
|
$1.23 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,688
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,688
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Added 102.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,628
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
6,610
shares
|
$1.21 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
6,609
shares
|
$1.21 Million
0.36% of portfolio
|
Q1 2025
Added 95.47%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
6,550
shares
|
$1.2 Million
0.19% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,513
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,513
shares
|
$1.19 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,482
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2024
Added 4.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,482
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Added 89.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
6,475
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
6,441
shares
|
$1.18 Million
0.37% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
6,384
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,367
shares
|
$1.17 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
6,352
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2023
Added 16.74%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
6,311
shares
|
$1.16 Million
0.61% of portfolio
|
Q1 2025
Added 29.14%
|