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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
622
shares
|
$114,093
0.01% of portfolio
|
Q4 2024
Added 393.65%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
614
shares
|
$112,626
0.03% of portfolio
|
Q4 2023
Reduced 16.91%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
607
shares
|
$111,342
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$110,791
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
604
shares
|
$110,791
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
599
shares
|
$109,874
0.25% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
569
shares
|
$104,371
0.02% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
547
shares
|
$100,336
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
542
shares
|
$99,419
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
538
shares
|
$98,685
0.05% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
530
shares
|
$97,217
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
512
shares
|
$93,916
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
508
shares
|
$93,182
0.01% of portfolio
|
Q1 2025
Added 615.49%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
507
shares
|
$92,999
0.02% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
497
shares
|
$91,164
0.03% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
494
shares
|
$90,614
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
484
shares
|
$88,780
0.02% of portfolio
|
Q1 2025
Added 222.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
481
shares
|
$88,229
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
477
shares
|
$87,496
0.03% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
472
shares
|
$86,578
0.01% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
469
shares
|
$86,028
0.05% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
461
shares
|
$84,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
458
shares
|
$84,010
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
455
shares
|
$83,460
0.0% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
450
shares
|
$82,543
0.06% of portfolio
|
Q4 2024
New holding
|