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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$63,930
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
333
shares
|
$63,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
317
shares
|
$60,315
0.01% of portfolio
|
Q1 2023
Reduced 6.49%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
316
shares
|
$60,125
0.04% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
315
shares
|
$59,935
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
313
shares
|
$59,554
0.01% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
308
shares
|
$58,603
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
302
shares
|
$57,461
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
301
shares
|
$57,271
0.05% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
301
shares
|
$57,271
0.02% of portfolio
|
Q1 2025
Added 168.75%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
292
shares
|
$55,558
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
283
shares
|
$53,846
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
277
shares
|
$52,704
0.01% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
273
shares
|
$51,943
0.02% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
271
shares
|
$51,563
0.01% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
264
shares
|
$50,231
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
263
shares
|
$50,041
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
262
shares
|
$49,850
0.01% of portfolio
|
Q3 2021
Reduced 4.73%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
260
shares
|
$49,470
0.03% of portfolio
|
Q1 2025
Added 340.68%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
259
shares
|
$49,279
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
254
shares
|
$48,328
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
250
shares
|
$47,567
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$47,567
0.03% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
246
shares
|
$46,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
227
shares
|
$43,191
0.03% of portfolio
|
Q4 2024
New holding
|