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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
1,796
shares
|
$329,440
0.44% of portfolio
|
Q4 2022
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
1,796
shares
|
$329,440
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
1,785
shares
|
$327,422
0.02% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,784
shares
|
$327,239
0.03% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,780
shares
|
$326,505
0.11% of portfolio
|
Q4 2024
Reduced 56.06%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,774
shares
|
$325,404
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
1,773
shares
|
$325,221
0.04% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
1,759
shares
|
$322,653
0.27% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,755
shares
|
$321,919
0.27% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
1,752
shares
|
$321,369
0.12% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,751
shares
|
$321,185
0.12% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
1,750
shares
|
$321,002
0.09% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
1,746
shares
|
$320,268
0.32% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,744
shares
|
$319,901
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
1,743
shares
|
$319,718
0.06% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,728
shares
|
$316,967
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
1,720
shares
|
$315,499
0.12% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
1,719
shares
|
$315,316
0.03% of portfolio
|
Q1 2024
Reduced 82.36%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,719
shares
|
$315,316
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,713
shares
|
$314,215
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
1,711
shares
|
$313,848
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,710
shares
|
$313,665
0.08% of portfolio
|
Q4 2023
Reduced 17.23%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
1,703
shares
|
$312,381
0.03% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,702
shares
|
$312,197
0.23% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,701
shares
|
$312,014
0.24% of portfolio
|
Q4 2024
Added 8.07%
|