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 |
|---|---|---|---|---|---|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
1,502
shares
|
$275,511
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
1,501
shares
|
$275,328
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$275,145
0.07% of portfolio
|
Q2 2020
Added 31.35%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,495
shares
|
$274,227
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
1,494
shares
|
$274,044
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
1,491
shares
|
$273,494
0.04% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
1,484
shares
|
$272,210
0.17% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,482
shares
|
$271,843
0.12% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
1,476
shares
|
$270,742
0.15% of portfolio
|
Q1 2025
Reduced 96.67%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
1,476
shares
|
$270,742
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
1,475
shares
|
$270,559
0.04% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
1,470
shares
|
$269,642
0.14% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
1,466
shares
|
$268,908
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
1,461
shares
|
$267,991
0.08% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,460
shares
|
$267,807
0.05% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
1,457
shares
|
$267,257
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
1,453
shares
|
$266,523
0.09% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,448
shares
|
$265,606
0.05% of portfolio
|
Q1 2025
Reduced 84.65%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,446
shares
|
$265,239
0.04% of portfolio
|
Q4 2024
Added 582.08%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
1,444
shares
|
$264,872
0.43% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
1,442
shares
|
$264,506
0.08% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
1,441
shares
|
$264,322
0.02% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
1,439
shares
|
$263,955
0.16% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
1,434
shares
|
$263,038
0.04% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,426
shares
|
$261,571
0.02% of portfolio
|
Q4 2024
Added 2.15%
|