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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,092
shares
|
$200,305
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,084
shares
|
$198,838
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
1,081
shares
|
$198,287
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,075
shares
|
$197,187
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,069
shares
|
$196,086
0.06% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
1,063
shares
|
$194,986
0.16% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
1,063
shares
|
$194,986
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
1,060
shares
|
$194,435
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,060
shares
|
$194,435
0.04% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,054
shares
|
$193,335
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,050
shares
|
$192,601
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,050
shares
|
$192,601
0.02% of portfolio
|
Q1 2025
Reduced 36.52%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
1,032
shares
|
$189,299
0.19% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,019
shares
|
$186,915
0.06% of portfolio
|
Q1 2025
Added 72.71%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,017
shares
|
$186,548
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,012
shares
|
$185,631
0.09% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
997
shares
|
$182,879
0.28% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
993
shares
|
$182,145
0.08% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
966
shares
|
$177,193
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$175,359
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
913
shares
|
$167,471
0.05% of portfolio
|
Q3 2024
Added 332.7%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
910
shares
|
$166,921
0.0% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
902
shares
|
$165,453
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
876
shares
|
$160,684
0.51% of portfolio
|
Q1 2025
Added 46.24%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
856
shares
|
$157,016
0.1% of portfolio
|
Q1 2025
New holding
|