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 |
|---|---|---|---|---|---|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
1,289
shares
|
$236,441
0.12% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,287
shares
|
$236,074
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
1,286
shares
|
$235,890
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$235,340
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
1,275
shares
|
$233,873
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
1,266
shares
|
$232,222
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,266
shares
|
$232,222
0.19% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,261
shares
|
$231,305
0.04% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
1,255
shares
|
$230,204
0.13% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
1,249
shares
|
$229,104
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
1,242
shares
|
$227,820
0.11% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,240
shares
|
$227,453
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,238
shares
|
$227,086
0.04% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,228
shares
|
$225,252
0.09% of portfolio
|
Q1 2025
Reduced 52.31%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
1,227
shares
|
$225,068
0.11% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
1,226
shares
|
$224,885
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,225
shares
|
$224,701
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
1,223
shares
|
$224,334
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,215
shares
|
$222,867
0.02% of portfolio
|
Q1 2025
Reduced 70.78%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
1,210
shares
|
$221,950
0.02% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
1,207
shares
|
$221,400
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
1,206
shares
|
$221,216
0.01% of portfolio
|
Q3 2024
Reduced 52.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
1,206
shares
|
$221,216
0.03% of portfolio
|
Q2 2024
Reduced 38.28%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$220,116
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,198
shares
|
$219,749
0.03% of portfolio
|
Q4 2024
Added 33.41%
|