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 |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
55
shares
|
$10,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
52
shares
|
$9,894
0.01% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
51
shares
|
$9,703
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$9,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
42
shares
|
$7,991
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
40
shares
|
$7,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
39
shares
|
$7,420
0.01% of portfolio
|
Q1 2025
Added 141.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$7,039
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
37
shares
|
$7,039
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
30
shares
|
$5,708
0.0% of portfolio
|
Q4 2024
Reduced 90.83%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
29
shares
|
$5,517
0.0% of portfolio
|
Q3 2024
Reduced 95.94%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
24
shares
|
$4,566
0.0% of portfolio
|
Q4 2023
Reduced 86.21%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
22
shares
|
$4,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21
shares
|
$3,995
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
21
shares
|
$3,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$3,805
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
20
shares
|
$3,805
0.0% of portfolio
|
Q1 2024
Reduced 13.04%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
20
shares
|
$3,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
18
shares
|
$3,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
18
shares
|
$3,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
17
shares
|
$3,234
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
17
shares
|
$3,234
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
17
shares
|
$3,234
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
15
shares
|
$2,854
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
14
shares
|
$2,663
0.0% of portfolio
|
Q1 2021
Added 100.0%
|