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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
227
shares
|
$41,638
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
226
shares
|
$41,455
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
225
shares
|
$41,271
0.01% of portfolio
|
Q4 2021
Reduced 6.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
225
shares
|
$41,271
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
221
shares
|
$40,538
0.03% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
214
shares
|
$39,254
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
212
shares
|
$38,887
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
202
shares
|
$37,052
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$36,686
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$36,686
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$36,686
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$36,686
0.01% of portfolio
|
Q4 2020
Reduced 78.05%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
200
shares
|
$36,686
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
196
shares
|
$35,952
0.01% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
193
shares
|
$35,401
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
186
shares
|
$34,117
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
185
shares
|
$33,934
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
182
shares
|
$33,384
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
181
shares
|
$33,200
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
176
shares
|
$32,283
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
174
shares
|
$31,916
0.0% of portfolio
|
Q1 2025
Added 625.0%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
170
shares
|
$31,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
165
shares
|
$30,265
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
163
shares
|
$29,899
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
156
shares
|
$28,615
0.01% of portfolio
|
Q3 2024
New holding
|