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 |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
2,313
shares
|
$424,273
0.09% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,312
shares
|
$424,090
0.0% of portfolio
|
Q4 2024
Reduced 53.84%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
2,310
shares
|
$423,723
0.24% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
2,306
shares
|
$422,989
0.12% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,304
shares
|
$422,622
0.01% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
2,294
shares
|
$420,788
0.3% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,288
shares
|
$419,687
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
2,283
shares
|
$418,770
0.02% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
2,278
shares
|
$417,853
0.01% of portfolio
|
Q4 2024
Reduced 71.2%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
2,277
shares
|
$417,670
0.15% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
2,258
shares
|
$414,184
0.34% of portfolio
|
Q1 2025
Reduced 99.21%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
2,255
shares
|
$413,634
0.25% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
2,243
shares
|
$411,433
0.21% of portfolio
|
Q4 2023
Reduced 17.57%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
2,227
shares
|
$408,498
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
2,216
shares
|
$406,480
0.05% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
2,216
shares
|
$406,480
0.09% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
2,212
shares
|
$405,747
0.27% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
2,210
shares
|
$405,380
0.1% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
2,201
shares
|
$403,729
0.06% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
2,197
shares
|
$402,995
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,190
shares
|
$401,711
0.03% of portfolio
|
Q4 2024
Added 70.69%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
2,185
shares
|
$400,794
0.14% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
2,184
shares
|
$400,611
0.15% of portfolio
|
Q1 2025
Added 40.36%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
2,162
shares
|
$396,575
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
2,161
shares
|
$396,392
0.03% of portfolio
|
Q4 2024
Added 47.91%
|