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 |
|---|---|---|---|---|---|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
4,432
shares
|
$812,961
0.4% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,385
shares
|
$804,340
0.04% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,382
shares
|
$803,790
0.07% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,354
shares
|
$798,654
0.48% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
4,350
shares
|
$797,920
0.06% of portfolio
|
Q2 2018
Reduced 30.4%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
4,335
shares
|
$795,169
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,304
shares
|
$789,482
0.2% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
4,298
shares
|
$788,382
0.02% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,294
shares
|
$787,648
0.03% of portfolio
|
Q1 2025
Added 59.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
4,294
shares
|
$787,648
0.12% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,285
shares
|
$785,997
0.55% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
4,280
shares
|
$785,080
0.11% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
4,263
shares
|
$781,962
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
4,256
shares
|
$780,678
0.11% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,255
shares
|
$780,494
0.06% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,250
shares
|
$779,577
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
4,244
shares
|
$778,476
0.45% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
4,240
shares
|
$777,743
0.2% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,233
shares
|
$776,459
0.08% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
4,228
shares
|
$775,542
0.0% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,223
shares
|
$774,624
0.06% of portfolio
|
Q4 2024
Added 50.5%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,216
shares
|
$773,340
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
4,201
shares
|
$770,589
0.36% of portfolio
|
Q1 2025
Added 63.4%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
4,150
shares
|
$761,234
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,137
shares
|
$758,849
0.0% of portfolio
|
Q4 2024
New holding
|