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 1,704 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 $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
71,635
shares
|
$14.1 Million
4.53% of portfolio
|
Q1 2025
Added 36.06%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
70,623
shares
|
$13.9 Million
1.9% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
70,068
shares
|
$13.8 Million
1.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
70,046
shares
|
$13.8 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
69,986
shares
|
$13.8 Million
1.03% of portfolio
|
Q1 2025
Added 90.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
69,579
shares
|
$13.7 Million
0.49% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
68,932
shares
|
$13.6 Million
0.12% of portfolio
|
Q1 2025
Added 27.34%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
68,754
shares
|
$13.6 Million
3.64% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
67,711
shares
|
$13.4 Million
1.85% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
67,267
shares
|
$13.3 Million
2.44% of portfolio
|
Q1 2025
Added 47.86%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
66,837
shares
|
$13.2 Million
6.2% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
65,913
shares
|
$13 Million
2.11% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
65,598
shares
|
$12.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
65,544
shares
|
$12.9 Million
0.25% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
65,309
shares
|
$12.9 Million
1.76% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
64,697
shares
|
$12.8 Million
0.39% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
64,648
shares
|
$12.8 Million
0.39% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
63,789
shares
|
$12.6 Million
5.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
62,750
shares
|
$12.4 Million
9.77% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
62,570
shares
|
$12.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
62,390
shares
|
$12.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
62,066
shares
|
$12.2 Million
0.95% of portfolio
|
Q1 2025
Added 26.29%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
61,793
shares
|
$12.2 Million
3.47% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
61,736
shares
|
$12.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,731
shares
|
$12.2 Million
0.79% of portfolio
|
Q3 2023
Reduced 9.26%
|