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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
100
shares
|
$19,027
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
95
shares
|
$18,075
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
94
shares
|
$17,885
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
92
shares
|
$17,504
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
90
shares
|
$17,124
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
87
shares
|
$16,553
0.0% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
86
shares
|
$16,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
86
shares
|
$16,363
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
85
shares
|
$16,172
0.0% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
82
shares
|
$15,602
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
81
shares
|
$15,411
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
80
shares
|
$15,221
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
78
shares
|
$14,841
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
75
shares
|
$14,270
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
75
shares
|
$14,270
0.0% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
74
shares
|
$14,079
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
73
shares
|
$13,889
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
71
shares
|
$13,509
0.0% of portfolio
|
Q1 2021
Reduced 31.07%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
70
shares
|
$13,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
68
shares
|
$12,938
0.01% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
64
shares
|
$12,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
61
shares
|
$11,606
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
58
shares
|
$11,035
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
57
shares
|
$10,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
55
shares
|
$10,464
0.01% of portfolio
|
Q1 2025
Reduced 21.43%
|