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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
2,161
shares
|
$396,392
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
2,160
shares
|
$396,208
0.15% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
2,155
shares
|
$395,291
0.26% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
2,143
shares
|
$393,090
0.22% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,139
shares
|
$392,356
0.08% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,133
shares
|
$391,256
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
2,125
shares
|
$389,788
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
2,122
shares
|
$389,238
0.0% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,118
shares
|
$388,504
0.06% of portfolio
|
Q4 2024
Reduced 59.29%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,116
shares
|
$388,137
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,114
shares
|
$387,771
0.73% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,108
shares
|
$386,670
0.0% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
2,107
shares
|
$386,487
0.04% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
2,103
shares
|
$385,753
0.18% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,102
shares
|
$385,569
0.08% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,091
shares
|
$383,552
0.01% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,089
shares
|
$383,185
0.03% of portfolio
|
Q1 2025
Added 104350.0%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,080
shares
|
$381,534
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,075
shares
|
$380,617
0.01% of portfolio
|
Q1 2025
Added 54.39%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
2,070
shares
|
$379,700
0.42% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,060
shares
|
$377,865
0.04% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,034
shares
|
$373,096
0.15% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,034
shares
|
$373,096
0.16% of portfolio
|
Q2 2024
Reduced 28.53%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,028
shares
|
$371,996
0.01% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
2,018
shares
|
$370,161
0.1% of portfolio
|
Q3 2024
New holding
|