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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
3,031
shares
|
$555,976
0.27% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
3,020
shares
|
$553,958
0.38% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,013
shares
|
$552,674
0.17% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,004
shares
|
$551,023
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,996
shares
|
$549,556
0.02% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,996
shares
|
$549,556
0.15% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,985
shares
|
$547,538
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,981
shares
|
$546,804
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,973
shares
|
$545,337
0.05% of portfolio
|
Q4 2022
Reduced 13.93%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,969
shares
|
$544,603
0.33% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,967
shares
|
$544,236
0.09% of portfolio
|
Q1 2025
Reduced 91.39%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
2,955
shares
|
$542,035
0.07% of portfolio
|
Q1 2025
Added 51.54%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
2,941
shares
|
$539,467
0.52% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
2,933
shares
|
$538,000
0.12% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,927
shares
|
$536,899
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,927
shares
|
$536,899
0.0% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,921
shares
|
$535,799
0.02% of portfolio
|
Q1 2025
Added 97.36%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
2,919
shares
|
$535,432
0.01% of portfolio
|
Q2 2024
Reduced 18.74%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,909
shares
|
$533,597
0.21% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$533,047
0.01% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,890
shares
|
$530,112
0.04% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
2,883
shares
|
$528,828
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,861
shares
|
$524,793
0.02% of portfolio
|
Q1 2025
Reduced 79.97%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
2,844
shares
|
$521,674
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,842
shares
|
$521,308
0.1% of portfolio
|
Q4 2024
Reduced 6.33%
|