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 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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,593
shares
|
$292,203
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,578
shares
|
$289,452
0.12% of portfolio
|
Q1 2023
Reduced 4.25%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
1,573
shares
|
$288,535
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
1,569
shares
|
$287,801
0.03% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,563
shares
|
$286,701
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
1,562
shares
|
$286,517
0.13% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,560
shares
|
$286,150
0.08% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,558
shares
|
$285,783
0.01% of portfolio
|
Q4 2024
Reduced 63.41%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
1,554
shares
|
$285,050
0.1% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,554
shares
|
$285,050
0.0% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,550
shares
|
$284,316
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
1,537
shares
|
$281,931
0.02% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,535
shares
|
$281,565
0.11% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
1,530
shares
|
$280,647
0.03% of portfolio
|
Q1 2025
Reduced 26.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,527
shares
|
$280,097
0.05% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,520
shares
|
$278,813
0.1% of portfolio
|
Q2 2022
Reduced 4.7%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
1,520
shares
|
$278,813
0.06% of portfolio
|
Q1 2025
Added 25.72%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,519
shares
|
$278,630
0.01% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
1,518
shares
|
$278,446
0.3% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
1,517
shares
|
$278,263
0.05% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,517
shares
|
$278,263
0.19% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
1,514
shares
|
$277,713
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,512
shares
|
$277,346
0.06% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
1,511
shares
|
$277,162
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,503
shares
|
$275,695
0.09% of portfolio
|
Q1 2025
Added 7.05%
|