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 160 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
856
shares
|
$162,871
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
852
shares
|
$162,110
0.06% of portfolio
|
Q2 2022
Reduced 31.51%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
845
shares
|
$160,778
0.15% of portfolio
|
Q1 2025
Reduced 23.46%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$160,017
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$159,255
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
804
shares
|
$152,977
0.01% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
789
shares
|
$150,123
0.02% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
781
shares
|
$148,600
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
769
shares
|
$146,317
0.05% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
765
shares
|
$145,556
0.07% of portfolio
|
Q3 2024
Added 431.25%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$144,034
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
756
shares
|
$143,844
0.03% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
738
shares
|
$140,419
0.04% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
729
shares
|
$138,706
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
715
shares
|
$136,043
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
707
shares
|
$134,520
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
684
shares
|
$130,144
0.02% of portfolio
|
Q2 2023
Reduced 23.58%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
682
shares
|
$129,764
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
676
shares
|
$128,622
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
672
shares
|
$127,861
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
666
shares
|
$126,719
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
649
shares
|
$123,485
0.12% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
645
shares
|
$122,724
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
638
shares
|
$121,392
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$121,201
0.02% of portfolio
|
Q3 2022
Added 11.75%
|