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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,721
shares
|
$865,973
0.07% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
4,711
shares
|
$864,138
0.59% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,669
shares
|
$856,434
0.41% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
4,655
shares
|
$853,866
0.71% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
4,647
shares
|
$852,399
0.27% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
4,645
shares
|
$852,032
0.02% of portfolio
|
Q1 2025
Reduced 31.13%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,552
shares
|
$834,973
0.23% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
4,538
shares
|
$832,405
0.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
4,526
shares
|
$830,204
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,513
shares
|
$827,819
0.01% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
4,513
shares
|
$827,819
0.56% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,511
shares
|
$827,452
0.04% of portfolio
|
Q2 2018
Added 8.26%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
4,495
shares
|
$824,517
0.05% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,487
shares
|
$823,050
0.04% of portfolio
|
Q2 2022
Added 12.43%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,481
shares
|
$821,949
1.05% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
4,480
shares
|
$821,766
0.73% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
4,478
shares
|
$821,399
0.15% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
4,472
shares
|
$820,298
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
4,471
shares
|
$820,115
0.19% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,467
shares
|
$819,381
0.0% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
4,464
shares
|
$818,831
0.14% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
4,450
shares
|
$816,263
0.37% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
4,443
shares
|
$814,979
0.55% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
4,435
shares
|
$813,512
0.19% of portfolio
|
Q1 2025
Added 0.23%
|