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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
156
shares
|
$28,615
0.01% of portfolio
|
Q2 2023
Reduced 41.13%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
155
shares
|
$28,431
0.0% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
155
shares
|
$28,431
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
152
shares
|
$27,881
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
151
shares
|
$27,697
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
150
shares
|
$27,514
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
146
shares
|
$26,780
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
143
shares
|
$26,230
0.02% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
137
shares
|
$25,129
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
135
shares
|
$24,763
0.0% of portfolio
|
Q1 2025
Reduced 85.02%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
133
shares
|
$24,396
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
130
shares
|
$23,845
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
127
shares
|
$23,295
0.01% of portfolio
|
Q1 2025
Reduced 46.41%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
123
shares
|
$22,561
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
123
shares
|
$22,561
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
121
shares
|
$22,195
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
112
shares
|
$20,544
0.02% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
110
shares
|
$20,177
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
109
shares
|
$19,993
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
107
shares
|
$19,627
0.0% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$18,709
0.0% of portfolio
|
Q2 2022
Reduced 92.08%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
102
shares
|
$18,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$18,343
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
100
shares
|
$18,343
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
100
shares
|
$18,343
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|