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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,150
shares
|
$210,944
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$210,944
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
1,149
shares
|
$210,761
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,145
shares
|
$210,027
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
1,145
shares
|
$210,027
0.07% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,145
shares
|
$210,027
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
1,144
shares
|
$209,843
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,140
shares
|
$209,110
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,139
shares
|
$208,926
0.01% of portfolio
|
Q1 2025
Reduced 67.02%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
1,138
shares
|
$208,743
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,135
shares
|
$208,193
0.04% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
1,134
shares
|
$208,009
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
1,133
shares
|
$207,826
0.1% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
1,133
shares
|
$207,826
0.06% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,132
shares
|
$207,642
0.08% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
1,126
shares
|
$206,542
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
1,124
shares
|
$206,175
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
1,121
shares
|
$205,625
0.02% of portfolio
|
Q1 2025
Reduced 85.64%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
1,118
shares
|
$205,074
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
1,114
shares
|
$204,341
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,113
shares
|
$204,157
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
1,110
shares
|
$203,607
0.03% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,110
shares
|
$203,607
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Feb 13, 2025 Q4 2024 |
1,104
shares
|
$202,506
0.15% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,098
shares
|
$201,406
0.06% of portfolio
|
Q1 2025
New holding
|