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 |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
5,120
shares
|
$939,161
0.25% of portfolio
|
Q1 2025
Added 51.39%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
5,078
shares
|
$931,457
0.07% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
5,054
shares
|
$927,055
0.27% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,052
shares
|
$926,688
0.02% of portfolio
|
Q1 2025
Added 55.26%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
5,017
shares
|
$920,268
0.56% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
5,002
shares
|
$917,516
0.05% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
5,000
shares
|
$917,150
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,984
shares
|
$914,215
0.69% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,972
shares
|
$912,013
0.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
4,966
shares
|
$910,913
0.07% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
4,948
shares
|
$907,611
0.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,946
shares
|
$907,244
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
4,921
shares
|
$902,659
0.59% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,917
shares
|
$901,925
0.71% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,902
shares
|
$899,173
0.19% of portfolio
|
Q1 2025
Added 27.46%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
4,862
shares
|
$891,836
0.31% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$882,114
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,803
shares
|
$881,014
0.36% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
4,786
shares
|
$877,895
0.36% of portfolio
|
Q1 2025
Added 46.18%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,773
shares
|
$875,511
0.03% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,773
shares
|
$875,511
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,772
shares
|
$875,327
0.0% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
4,770
shares
|
$874,961
0.06% of portfolio
|
Q1 2025
Added 26.76%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
4,753
shares
|
$871,842
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
4,730
shares
|
$867,623
0.69% of portfolio
|
Q1 2025
Added 0.02%
|