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 |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
94,576
shares
|
$18 Million
3.43% of portfolio
|
Q1 2025
Added 33.95%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
93,284
shares
|
$17.7 Million
1.64% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
93,038
shares
|
$17.7 Million
1.4% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
92,953
shares
|
$17.7 Million
0.23% of portfolio
|
Q1 2025
Added 37.27%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
91,730
shares
|
$17.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
90,899
shares
|
$17.3 Million
0.04% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
90,343
shares
|
$17.2 Million
8.22% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
89,050
shares
|
$16.9 Million
0.03% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
88,940
shares
|
$16.9 Million
3.16% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
87,228
shares
|
$16.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
86,091
shares
|
$16.4 Million
3.25% of portfolio
|
Q1 2025
Reduced 89.82%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
85,690
shares
|
$16.3 Million
0.27% of portfolio
|
Q1 2025
Added 23.76%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
85,362
shares
|
$16.2 Million
2.75% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
85,176
shares
|
$16.2 Million
2.89% of portfolio
|
Q1 2025
Added 47.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,129
shares
|
$16.2 Million
1.58% of portfolio
|
Q2 2023
Reduced 3.14%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
85,027
shares
|
$16.2 Million
5.79% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
84,316
shares
|
$16 Million
0.18% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
84,230
shares
|
$16 Million
10.65% of portfolio
|
Q1 2025
Added 28.63%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
83,643
shares
|
$15.9 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
83,300
shares
|
$15.8 Million
0.45% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
83,300
shares
|
$15.8 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
83,101
shares
|
$15.8 Million
3.31% of portfolio
|
Q1 2025
Added 57.39%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
83,082
shares
|
$15.8 Million
1.98% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
82,684
shares
|
$15.7 Million
0.27% of portfolio
|
Q1 2025
Added 39.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
81,437
shares
|
$15.5 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.19%
|