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 |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
4,134
shares
|
$758,299
0.25% of portfolio
|
Q4 2024
Reduced 38.45%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,114
shares
|
$754,631
0.45% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
4,098
shares
|
$751,696
0.25% of portfolio
|
Q1 2025
Reduced 88.63%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,093
shares
|
$750,778
0.02% of portfolio
|
Q4 2024
Added 54.39%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
4,090
shares
|
$750,228
0.31% of portfolio
|
Q1 2025
Added 18.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,085
shares
|
$749,311
0.11% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
4,077
shares
|
$747,844
0.04% of portfolio
|
Q1 2025
Added 22.47%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,070
shares
|
$746,560
0.02% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
4,066
shares
|
$745,826
0.88% of portfolio
|
Q4 2021
New holding
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
4,065
shares
|
$745,642
0.37% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,063
shares
|
$745,276
0.25% of portfolio
|
Q1 2025
Added 42.51%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
4,055
shares
|
$743,808
0.0% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
4,052
shares
|
$743,258
0.19% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,037
shares
|
$740,506
0.46% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
4,033
shares
|
$739,773
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
4,000
shares
|
$733,720
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
3,989
shares
|
$731,702
0.69% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
3,988
shares
|
$731,518
0.14% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
3,978
shares
|
$729,684
0.03% of portfolio
|
Q1 2025
Added 29.62%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
3,969
shares
|
$728,033
0.45% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,965
shares
|
$727,299
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
3,964
shares
|
$727,116
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
3,956
shares
|
$725,649
0.02% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
3,943
shares
|
$723,264
0.02% of portfolio
|
Q1 2025
Reduced 23.17%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
3,928
shares
|
$720,513
0.12% of portfolio
|
Q4 2024
Reduced 5.3%
|