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 |
|---|---|---|---|---|---|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
95
shares
|
$17,425
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
94
shares
|
$17,242
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
92
shares
|
$16,875
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
90
shares
|
$16,508
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
87
shares
|
$15,958
0.0% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
86
shares
|
$15,774
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
85
shares
|
$15,591
0.0% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
82
shares
|
$15,041
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
81
shares
|
$14,857
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
80
shares
|
$14,674
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
78
shares
|
$14,307
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
75
shares
|
$13,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
74
shares
|
$13,573
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
72
shares
|
$13,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
71
shares
|
$13,023
0.0% of portfolio
|
Q1 2021
Reduced 31.07%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
70
shares
|
$12,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
68
shares
|
$12,473
0.01% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
64
shares
|
$11,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
61
shares
|
$11,189
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
61
shares
|
$11,189
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
58
shares
|
$10,638
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
57
shares
|
$10,455
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
55
shares
|
$10,088
0.01% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
52
shares
|
$9,538
0.01% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
51
shares
|
$9,354
0.01% of portfolio
|
Q4 2022
New holding
|