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 |
|---|---|---|---|---|---|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
1,896
shares
|
$347,783
0.38% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,891
shares
|
$346,866
0.13% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,891
shares
|
$346,866
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
1,880
shares
|
$344,848
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
1,877
shares
|
$344,298
0.07% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,876
shares
|
$344,114
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,872
shares
|
$343,380
0.01% of portfolio
|
Q4 2022
Reduced 19.83%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,872
shares
|
$343,380
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,869
shares
|
$342,830
0.08% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
1,867
shares
|
$342,463
0.19% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
1,857
shares
|
$340,629
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
1,852
shares
|
$339,712
0.15% of portfolio
|
Q4 2024
Reduced 92.51%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
1,850
shares
|
$339,345
0.11% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,849
shares
|
$339,162
0.06% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,840
shares
|
$337,511
0.05% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
1,833
shares
|
$336,227
0.0% of portfolio
|
Q1 2025
Reduced 66.17%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,832
shares
|
$336,043
0.0% of portfolio
|
Q1 2025
Reduced 76.44%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,831
shares
|
$335,860
0.01% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,830
shares
|
$335,676
0.18% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
1,830
shares
|
$335,676
0.15% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,826
shares
|
$334,943
0.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
1,825
shares
|
$334,759
0.06% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,817
shares
|
$333,292
0.05% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,813
shares
|
$332,558
0.38% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,809
shares
|
$331,824
0.11% of portfolio
|
Q3 2022
Reduced 7.7%
|