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 |
|---|---|---|---|---|---|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
1,193
shares
|
$218,831
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,191
shares
|
$218,465
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
1,190
shares
|
$218,281
0.02% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
1,189
shares
|
$218,098
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
1,187
shares
|
$217,731
0.23% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
1,185
shares
|
$217,364
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
1,182
shares
|
$216,814
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,180
shares
|
$216,447
0.09% of portfolio
|
Q1 2025
Added 48.61%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
1,179
shares
|
$216,263
0.02% of portfolio
|
Q1 2025
Reduced 35.99%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,179
shares
|
$216,263
0.0% of portfolio
|
Q4 2024
Reduced 28.15%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
1,176
shares
|
$215,713
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,176
shares
|
$215,713
0.09% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,175
shares
|
$215,530
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,175
shares
|
$215,530
0.0% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,169
shares
|
$214,429
0.05% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,165
shares
|
$213,695
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
1,161
shares
|
$212,962
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
1,158
shares
|
$212,411
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,155
shares
|
$211,861
0.05% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,153
shares
|
$211,494
0.06% of portfolio
|
Q1 2025
Reduced 87.99%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
1,152
shares
|
$211,311
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
1,152
shares
|
$211,311
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,152
shares
|
$211,311
0.18% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
1,151
shares
|
$211,127
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,150
shares
|
$210,944
0.01% of portfolio
|
Q1 2024
New holding
|