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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
438
shares
|
$80,342
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
438
shares
|
$80,342
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
418
shares
|
$76,673
0.02% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
417
shares
|
$76,490
0.01% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
408
shares
|
$74,839
0.01% of portfolio
|
Q4 2024
Added 90.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$74,289
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
405
shares
|
$74,289
0.06% of portfolio
|
Q4 2024
Added 264.86%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$73,372
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$73,372
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
399
shares
|
$73,188
0.04% of portfolio
|
Q1 2025
Reduced 42.84%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
395
shares
|
$72,454
0.05% of portfolio
|
Q1 2025
Reduced 34.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
387
shares
|
$70,987
0.08% of portfolio
|
Q1 2025
Added 75.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
379
shares
|
$69,519
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
376
shares
|
$68,969
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
375
shares
|
$68,786
0.05% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
375
shares
|
$68,786
0.0% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
366
shares
|
$67,135
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
361
shares
|
$66,218
0.0% of portfolio
|
Q1 2025
Reduced 65.49%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
359
shares
|
$65,851
0.01% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
355
shares
|
$65,117
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
352
shares
|
$64,567
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
345
shares
|
$63,283
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
342
shares
|
$62,733
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$61,632
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
333
shares
|
$61,082
0.0% of portfolio
|
Q1 2025
New holding
|