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 1,688 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
40
shares
|
$7,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$6,786
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
37
shares
|
$6,786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
30
shares
|
$5,502
0.0% of portfolio
|
Q4 2024
Reduced 90.83%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
29
shares
|
$5,319
0.0% of portfolio
|
Q3 2024
Reduced 95.94%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
24
shares
|
$4,402
0.0% of portfolio
|
Q4 2023
Reduced 86.21%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
24
shares
|
$4,402
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21
shares
|
$3,852
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
21
shares
|
$3,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$3,668
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
20
shares
|
$3,668
0.0% of portfolio
|
Q1 2024
Reduced 13.04%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
18
shares
|
$3,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
17
shares
|
$3,118
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
17
shares
|
$3,118
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
17
shares
|
$3,118
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
17
shares
|
$3,118
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
15
shares
|
$2,751
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
14
shares
|
$2,568
0.0% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
12
shares
|
$2,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
9
shares
|
$1,650
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
7
shares
|
$1,284
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
6
shares
|
$1,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
5
shares
|
$917
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
5
shares
|
$917
0.0% of portfolio
|
Q1 2023
Reduced 70.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
5
shares
|
$917
0.0% of portfolio
|
Q3 2024
New holding
|