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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,426
shares
|
$261,571
0.06% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
1,426
shares
|
$261,571
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
1,425
shares
|
$261,387
0.17% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,424
shares
|
$261,204
0.02% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
1,420
shares
|
$260,470
0.08% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
1,418
shares
|
$260,103
0.1% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,415
shares
|
$259,553
0.03% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,414
shares
|
$259,370
0.11% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
1,412
shares
|
$259,003
0.09% of portfolio
|
Q4 2024
Reduced 96.9%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,408
shares
|
$258,269
0.12% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$256,802
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
1,397
shares
|
$256,251
0.25% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,392
shares
|
$255,334
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,389
shares
|
$254,784
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
1,388
shares
|
$254,600
0.01% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
1,384
shares
|
$253,867
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,384
shares
|
$253,867
0.01% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,383
shares
|
$253,683
0.01% of portfolio
|
Q1 2023
Reduced 2.26%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
1,382
shares
|
$253,500
0.09% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
1,381
shares
|
$253,316
0.26% of portfolio
|
Q1 2025
Added 29.43%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,380
shares
|
$253,133
0.12% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
1,375
shares
|
$252,216
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,374
shares
|
$252,032
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,368
shares
|
$250,932
0.02% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
1,367
shares
|
$250,748
0.02% of portfolio
|
Q1 2025
New holding
|