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 |
|---|---|---|---|---|---|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
2,833
shares
|
$519,657
0.27% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
2,814
shares
|
$516,172
0.15% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
2,813
shares
|
$515,988
0.6% of portfolio
|
Q1 2025
Added 39.33%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,800
shares
|
$513,604
0.08% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,797
shares
|
$513,053
0.08% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
2,781
shares
|
$510,118
0.26% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,775
shares
|
$509,018
0.02% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,774
shares
|
$508,834
0.37% of portfolio
|
Q1 2025
Added 52.67%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
2,765
shares
|
$507,183
0.26% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,760
shares
|
$506,266
0.3% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
2,760
shares
|
$506,266
0.51% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,742
shares
|
$502,965
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,740
shares
|
$502,598
0.06% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
2,735
shares
|
$501,681
0.08% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,722
shares
|
$499,296
0.04% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
2,719
shares
|
$498,746
0.03% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
2,713
shares
|
$497,645
0.05% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
2,710
shares
|
$497,095
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
2,700
shares
|
$495,261
0.19% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
2,694
shares
|
$494,160
0.03% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,693
shares
|
$493,976
0.25% of portfolio
|
Q1 2023
Reduced 36.12%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,690
shares
|
$493,426
0.05% of portfolio
|
Q1 2025
Reduced 29.02%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
2,689
shares
|
$493,243
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
2,688
shares
|
$493,059
0.46% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
2,672
shares
|
$490,124
0.18% of portfolio
|
Q1 2025
Reduced 1.22%
|