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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,504
shares
|
$459,308
0.01% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
2,500
shares
|
$458,575
0.14% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,464
shares
|
$451,971
0.46% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,460
shares
|
$451,237
0.1% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,455
shares
|
$450,320
0.06% of portfolio
|
Q1 2025
Added 48.25%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
2,444
shares
|
$448,302
0.07% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
2,440
shares
|
$447,569
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,425
shares
|
$444,817
0.02% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
2,424
shares
|
$444,634
0.14% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,421
shares
|
$444,084
0.14% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
2,409
shares
|
$441,882
0.2% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
2,405
shares
|
$441,149
0.02% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$440,232
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
2,393
shares
|
$438,947
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
2,386
shares
|
$437,663
0.05% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
2,385
shares
|
$437,480
0.09% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,381
shares
|
$436,746
0.16% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
2,376
shares
|
$435,829
0.21% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,370
shares
|
$434,729
0.07% of portfolio
|
Q1 2025
Reduced 54.73%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,369
shares
|
$434,545
0.0% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
2,362
shares
|
$433,261
0.22% of portfolio
|
Q4 2024
Reduced 31.56%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,349
shares
|
$430,877
0.05% of portfolio
|
Q2 2023
Reduced 10.21%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
2,335
shares
|
$428,309
0.3% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
2,319
shares
|
$425,374
0.03% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
2,316
shares
|
$424,823
0.4% of portfolio
|
Q4 2024
New holding
|