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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
317
shares
|
$58,147
0.01% of portfolio
|
Q1 2023
Reduced 6.49%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
315
shares
|
$57,780
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
313
shares
|
$57,413
0.01% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
312
shares
|
$57,230
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
308
shares
|
$56,496
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
307
shares
|
$56,313
0.01% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
302
shares
|
$55,395
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
301
shares
|
$55,212
0.05% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
301
shares
|
$55,212
0.02% of portfolio
|
Q1 2025
Added 168.75%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
292
shares
|
$53,561
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
283
shares
|
$51,910
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
273
shares
|
$50,076
0.02% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
271
shares
|
$49,709
0.01% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
264
shares
|
$48,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
263
shares
|
$48,242
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
262
shares
|
$48,058
0.01% of portfolio
|
Q3 2021
Reduced 4.73%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
260
shares
|
$47,691
0.03% of portfolio
|
Q1 2025
Added 340.68%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
259
shares
|
$47,508
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
258
shares
|
$47,324
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
256
shares
|
$46,958
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
253
shares
|
$46,407
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
252
shares
|
$46,224
0.01% of portfolio
|
Q4 2024
Reduced 20.5%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
250
shares
|
$45,857
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$45,857
0.03% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
246
shares
|
$45,123
0.0% of portfolio
|
Q1 2025
New holding
|