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 |
|---|---|---|---|---|---|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
1,365
shares
|
$250,381
0.05% of portfolio
|
Q3 2021
Reduced 0.77%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1,355
shares
|
$248,547
0.09% of portfolio
|
Q4 2022
Reduced 6.87%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,353
shares
|
$248,180
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,352
shares
|
$247,997
0.03% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,348
shares
|
$247,263
0.14% of portfolio
|
Q2 2023
Reduced 13.76%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
1,348
shares
|
$247,263
0.25% of portfolio
|
Q1 2024
Added 11.31%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
1,346
shares
|
$246,896
0.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
1,341
shares
|
$245,979
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,340
shares
|
$245,796
0.03% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,339
shares
|
$245,612
0.02% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
1,334
shares
|
$244,695
0.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,334
shares
|
$244,695
0.04% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
1,332
shares
|
$244,328
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,331
shares
|
$244,145
0.02% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,331
shares
|
$244,145
0.02% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
1,330
shares
|
$243,961
0.19% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,330
shares
|
$243,961
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
1,320
shares
|
$242,127
0.13% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
1,319
shares
|
$241,944
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
1,316
shares
|
$241,393
0.1% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
1,305
shares
|
$239,376
0.11% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,304
shares
|
$239,192
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,302
shares
|
$238,825
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$238,459
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,299
shares
|
$238,275
0.06% of portfolio
|
Q4 2024
New holding
|