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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
5,487
shares
|
$1.01 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,479
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2022
Added 94.22%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
5,471
shares
|
$1 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
5,444
shares
|
$998,592
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,404
shares
|
$991,255
0.64% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
5,402
shares
|
$990,888
0.61% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,400
shares
|
$990,522
0.05% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,396
shares
|
$989,788
0.14% of portfolio
|
Q4 2022
Reduced 1.8%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
5,387
shares
|
$988,137
0.1% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
5,376
shares
|
$986,119
0.4% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
5,355
shares
|
$982,267
0.0% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
5,345
shares
|
$980,433
0.04% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
5,341
shares
|
$979,699
0.32% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,315
shares
|
$974,930
0.14% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
5,307
shares
|
$973,463
0.12% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
5,306
shares
|
$973,279
0.5% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
5,296
shares
|
$971,445
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5,282
shares
|
$968,877
0.08% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,272
shares
|
$967,042
0.09% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
5,247
shares
|
$962,457
0.72% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,224
shares
|
$958,238
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
5,209
shares
|
$955,486
0.78% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
5,174
shares
|
$949,066
0.07% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
5,150
shares
|
$944,664
0.16% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,135
shares
|
$941,913
1.18% of portfolio
|
Q3 2022
Reduced 1.65%
|