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 |
|---|---|---|---|---|---|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
2,672
shares
|
$490,124
0.18% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,660
shares
|
$487,923
0.14% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
2,658
shares
|
$487,556
0.24% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,656
shares
|
$487,190
0.02% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
2,654
shares
|
$486,823
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
2,652
shares
|
$486,456
0.18% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
2,642
shares
|
$484,622
0.16% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
2,614
shares
|
$479,486
0.05% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
2,612
shares
|
$479,119
0.21% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
2,603
shares
|
$477,468
0.19% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
2,600
shares
|
$476,918
0.01% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,598
shares
|
$476,551
0.03% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,596
shares
|
$476,184
0.03% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,590
shares
|
$475,083
0.16% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
2,586
shares
|
$474,349
0.02% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,580
shares
|
$473,249
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
2,557
shares
|
$469,030
0.17% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
2,555
shares
|
$468,663
0.05% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,555
shares
|
$468,663
0.03% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
2,545
shares
|
$466,829
0.2% of portfolio
|
Q4 2021
Reduced 39.1%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,544
shares
|
$466,645
0.0% of portfolio
|
Q3 2022
Reduced 3.01%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,544
shares
|
$466,645
0.16% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,511
shares
|
$460,592
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,510
shares
|
$460,409
0.18% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
2,507
shares
|
$459,859
0.3% of portfolio
|
Q1 2025
Reduced 20.64%
|