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 1,691 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $28.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$153,530
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
804
shares
|
$147,477
0.01% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
789
shares
|
$144,726
0.02% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
781
shares
|
$143,258
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
775
shares
|
$142,158
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
769
shares
|
$141,057
0.05% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
765
shares
|
$140,323
0.07% of portfolio
|
Q3 2024
Added 431.25%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$138,856
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
756
shares
|
$138,673
0.03% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
738
shares
|
$135,371
0.04% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
729
shares
|
$133,720
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
715
shares
|
$131,152
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
707
shares
|
$129,685
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
706
shares
|
$129,501
0.0% of portfolio
|
Q3 2024
Added 73.46%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
698
shares
|
$128,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
684
shares
|
$125,466
0.02% of portfolio
|
Q2 2023
Reduced 23.58%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
682
shares
|
$125,099
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
676
shares
|
$123,998
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
666
shares
|
$122,164
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
649
shares
|
$119,046
0.12% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
645
shares
|
$118,312
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
638
shares
|
$117,028
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$116,844
0.02% of portfolio
|
Q3 2022
Added 11.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
634
shares
|
$116,294
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
631
shares
|
$115,744
0.01% of portfolio
|
Q4 2024
New holding
|