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 |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
3,289
shares
|
$603,301
0.36% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
3,284
shares
|
$602,384
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,273
shares
|
$600,366
0.09% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
3,260
shares
|
$597,981
0.25% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,260
shares
|
$597,981
0.03% of portfolio
|
Q2 2021
Added 0.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,257
shares
|
$597,431
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
3,235
shares
|
$593,396
0.11% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
3,234
shares
|
$593,212
0.17% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,233
shares
|
$593,029
0.14% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
3,222
shares
|
$591,011
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
3,215
shares
|
$589,727
0.34% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
3,198
shares
|
$586,609
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,192
shares
|
$585,508
0.55% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,187
shares
|
$584,591
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,167
shares
|
$580,922
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
3,151
shares
|
$577,987
0.38% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,149
shares
|
$577,621
0.06% of portfolio
|
Q4 2024
Reduced 50.25%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
3,138
shares
|
$575,603
0.26% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
3,114
shares
|
$571,201
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,086
shares
|
$566,064
0.32% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,082
shares
|
$565,331
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
3,062
shares
|
$561,662
0.23% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,061
shares
|
$561,479
0.09% of portfolio
|
Q4 2022
Reduced 14.16%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
3,061
shares
|
$561,479
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,061
shares
|
$561,479
0.09% of portfolio
|
Q4 2022
New holding
|