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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
3,470
shares
|
$636,502
0.11% of portfolio
|
Q1 2025
Added 45.19%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
3,448
shares
|
$632,466
0.08% of portfolio
|
Q1 2025
Reduced 91.05%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,447
shares
|
$632,283
0.07% of portfolio
|
Q1 2025
Added 27.38%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,438
shares
|
$630,632
0.02% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
3,428
shares
|
$628,798
0.26% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
3,418
shares
|
$626,963
0.13% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,414
shares
|
$626,230
0.07% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$624,762
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
3,404
shares
|
$624,395
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
3,401
shares
|
$623,845
0.13% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
3,394
shares
|
$622,561
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,393
shares
|
$622,377
0.06% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$622,194
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
3,384
shares
|
$620,727
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
3,374
shares
|
$618,892
0.5% of portfolio
|
Q1 2025
Added 86.93%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
3,370
shares
|
$618,159
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
3,362
shares
|
$616,691
0.02% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,356
shares
|
$615,591
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,351
shares
|
$614,673
0.6% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
3,342
shares
|
$613,023
0.14% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,334
shares
|
$611,555
0.14% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,334
shares
|
$611,555
0.0% of portfolio
|
Q4 2024
Added 101.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,305
shares
|
$606,236
0.04% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
3,302
shares
|
$605,685
0.53% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
3,299
shares
|
$605,135
0.06% of portfolio
|
Q1 2025
Added 10.89%
|