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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
454
shares
|
$86,382
0.0% of portfolio
|
Q1 2025
Added 6385.71%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
450
shares
|
$85,621
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
444
shares
|
$84,479
0.02% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
438
shares
|
$83,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
438
shares
|
$83,338
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
418
shares
|
$79,532
0.02% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
417
shares
|
$79,342
0.01% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
408
shares
|
$77,630
0.01% of portfolio
|
Q4 2024
Added 90.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$77,059
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$76,108
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$76,108
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
399
shares
|
$75,917
0.04% of portfolio
|
Q1 2025
Reduced 42.84%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
395
shares
|
$75,156
0.05% of portfolio
|
Q1 2025
Reduced 34.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
387
shares
|
$73,634
0.08% of portfolio
|
Q1 2025
Added 75.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
379
shares
|
$72,112
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
378
shares
|
$71,922
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
376
shares
|
$71,541
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
375
shares
|
$71,351
0.05% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
375
shares
|
$71,351
0.0% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
369
shares
|
$70,209
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
366
shares
|
$69,638
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
361
shares
|
$68,687
0.0% of portfolio
|
Q1 2025
Reduced 65.49%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
355
shares
|
$67,545
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
345
shares
|
$65,643
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
342
shares
|
$65,072
0.03% of portfolio
|
Q4 2024
New holding
|