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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
5,940
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 57.02%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
5,919
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,880
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 61.11%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
5,868
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Reduced 79.07%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,866
shares
|
$1.08 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,850
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.22%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
5,842
shares
|
$1.07 Million
0.67% of portfolio
|
Q4 2024
Added 34.64%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
5,836
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 63.44%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
5,812
shares
|
$1.07 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
5,799
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5,743
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
5,723
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
5,706
shares
|
$1.05 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,696
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2022
Added 101.91%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
5,685
shares
|
$1.04 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
5,653
shares
|
$1.04 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
5,651
shares
|
$1.04 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,638
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
5,607
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,584
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Added 87.51%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
5,581
shares
|
$1.02 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
5,567
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
5,563
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
5,543
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
5,496
shares
|
$1.01 Million
0.35% of portfolio
|
Q1 2025
Added 88.41%
|