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 1,696 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
174,724
shares
|
$33.2 Million
26.08% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
172,333
shares
|
$32.8 Million
4.24% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
170,188
shares
|
$32.4 Million
2.76% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
163,800
shares
|
$31.2 Million
0.07% of portfolio
|
Q1 2025
Added 369.34%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
162,167
shares
|
$30.9 Million
12.71% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
161,610
shares
|
$30.7 Million
11.63% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
161,329
shares
|
$30.7 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
158,698
shares
|
$30.2 Million
0.03% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
157,037
shares
|
$29.9 Million
0.27% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
155,701
shares
|
$29.6 Million
3.66% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
154,708
shares
|
$29.4 Million
2.5% of portfolio
|
Q1 2025
Added 80.57%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
153,831
shares
|
$29.3 Million
1.86% of portfolio
|
Q1 2025
Reduced 43.69%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
153,830
shares
|
$29.3 Million
4.22% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
152,316
shares
|
$29 Million
12.27% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
152,055
shares
|
$28.9 Million
0.4% of portfolio
|
Q1 2025
Added 21.69%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
151,419
shares
|
$28.8 Million
14.56% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
150,813
shares
|
$28.7 Million
4.09% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
148,088
shares
|
$28.2 Million
2.72% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
143,556
shares
|
$27.3 Million
0.61% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
136,999
shares
|
$26.1 Million
0.33% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,786
shares
|
$26 Million
0.49% of portfolio
|
Q3 2022
Added 45.96%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
135,858
shares
|
$25.8 Million
9.62% of portfolio
|
Q1 2025
Added 23.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
134,214
shares
|
$25.5 Million
0.4% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
132,767
shares
|
$25.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
131,755
shares
|
$25.1 Million
3.15% of portfolio
|
Q1 2025
Reduced 36.2%
|