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 |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,700
shares
|
$311,831
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$311,831
0.16% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,693
shares
|
$310,546
0.04% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
1,688
shares
|
$309,629
0.25% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,680
shares
|
$308,162
0.23% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,669
shares
|
$306,144
0.05% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$305,777
0.01% of portfolio
|
Q4 2021
Added 24.59%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
1,662
shares
|
$304,860
0.07% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
1,653
shares
|
$303,209
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
1,650
shares
|
$302,659
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
1,641
shares
|
$301,008
0.18% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
1,639
shares
|
$300,641
0.19% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
1,636
shares
|
$300,091
0.11% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,628
shares
|
$298,624
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
1,625
shares
|
$298,073
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
1,625
shares
|
$298,073
0.02% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,625
shares
|
$298,073
0.08% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
1,620
shares
|
$297,156
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,618
shares
|
$296,789
0.01% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,615
shares
|
$296,239
0.18% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
1,609
shares
|
$295,138
0.11% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,602
shares
|
$293,854
0.08% of portfolio
|
Q1 2025
Added 49.86%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
1,600
shares
|
$293,488
0.26% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
1,600
shares
|
$293,488
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
1,599
shares
|
$293,304
0.06% of portfolio
|
Q1 2024
Reduced 0.06%
|