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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
3,896
shares
|
$714,643
0.03% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
3,893
shares
|
$714,092
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
3,873
shares
|
$710,424
0.12% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,867
shares
|
$709,323
0.14% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
3,851
shares
|
$706,388
0.51% of portfolio
|
Q1 2025
Added 43.0%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
3,845
shares
|
$705,288
0.41% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3,820
shares
|
$700,702
0.76% of portfolio
|
Q1 2025
Reduced 51.39%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
3,802
shares
|
$697,400
0.25% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
3,768
shares
|
$691,164
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,755
shares
|
$688,779
0.04% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,741
shares
|
$686,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
3,724
shares
|
$683,093
0.1% of portfolio
|
Q1 2025
Reduced 83.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,721
shares
|
$682,543
0.03% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
3,662
shares
|
$671,720
0.03% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,649
shares
|
$669,336
0.02% of portfolio
|
Q4 2023
Reduced 29.37%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
3,647
shares
|
$668,969
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
3,646
shares
|
$668,785
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
3,639
shares
|
$667,501
0.46% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,627
shares
|
$665,300
0.11% of portfolio
|
Q1 2023
Added 16.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
3,589
shares
|
$658,330
0.12% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
3,574
shares
|
$655,578
0.53% of portfolio
|
Q1 2025
Added 46.9%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
3,566
shares
|
$654,111
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
3,565
shares
|
$653,927
0.07% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
3,565
shares
|
$653,927
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
3,542
shares
|
$649,709
0.26% of portfolio
|
Q1 2025
Added 14.37%
|