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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
53,696
shares
|
$10.6 Million
0.25% of portfolio
|
Q1 2025
Reduced 39.95%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
53,500
shares
|
$10.6 Million
10.77% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
53,464
shares
|
$10.5 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
53,178
shares
|
$10.5 Million
1.42% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
52,777
shares
|
$10.4 Million
5.47% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
52,703
shares
|
$10.4 Million
0.86% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52,663
shares
|
$10.4 Million
0.31% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
52,027
shares
|
$10.3 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
May 15, 2025 Q1 2025 |
51,905
shares
|
$10.2 Million
8.28% of portfolio
|
Q1 2023
Reduced 44.24%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
51,849
shares
|
$10.2 Million
1.84% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
51,602
shares
|
$10.2 Million
9.27% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
50,731
shares
|
$10 Million
0.66% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
50,585
shares
|
$9.98 Million
2.9% of portfolio
|
Q1 2025
Added 58.31%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
49,953
shares
|
$9.86 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
49,660
shares
|
$9.8 Million
1.14% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
49,600
shares
|
$9.79 Million
0.0% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
49,321
shares
|
$9.73 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
48,941
shares
|
$9.66 Million
1.14% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
48,803
shares
|
$9.63 Million
6.04% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
48,275
shares
|
$9.52 Million
0.76% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
48,022
shares
|
$9.47 Million
0.3% of portfolio
|
Q1 2025
Added 32.28%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
47,961
shares
|
$9.46 Million
0.37% of portfolio
|
Q1 2025
Added 634.92%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
47,953
shares
|
$9.46 Million
2.94% of portfolio
|
Q1 2025
Added 55.32%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
47,328
shares
|
$9.34 Million
1.38% of portfolio
|
Q1 2025
Added 59.41%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
46,680
shares
|
$9.21 Million
0.25% of portfolio
|
Q1 2025
New holding
|