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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,014
shares
|
$369,428
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
2,010
shares
|
$368,694
0.22% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
2,004
shares
|
$367,593
0.16% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$366,860
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,997
shares
|
$366,309
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,996
shares
|
$366,126
0.14% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,994
shares
|
$365,759
0.04% of portfolio
|
Q1 2025
Added 54.33%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
1,988
shares
|
$364,658
0.21% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,980
shares
|
$363,191
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,980
shares
|
$363,191
0.01% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,978
shares
|
$362,824
0.05% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,969
shares
|
$361,173
0.01% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
1,965
shares
|
$360,439
0.28% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
1,964
shares
|
$360,256
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
1,958
shares
|
$359,155
0.18% of portfolio
|
Q1 2025
Reduced 47.55%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
1,955
shares
|
$358,605
0.05% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
1,943
shares
|
$356,404
0.12% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,942
shares
|
$356,221
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,940
shares
|
$355,854
0.25% of portfolio
|
Q2 2023
Reduced 4.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,938
shares
|
$355,487
0.01% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,935
shares
|
$354,937
0.28% of portfolio
|
Q2 2022
Reduced 14.57%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
1,929
shares
|
$353,836
0.2% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
1,924
shares
|
$352,919
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
1,917
shares
|
$351,635
0.08% of portfolio
|
Q1 2023
Reduced 60.59%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
1,897
shares
|
$347,966
0.33% of portfolio
|
Q1 2025
New holding
|