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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
46,643
shares
|
$9.2 Million
0.26% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
46,009
shares
|
$9.08 Million
0.31% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
45,784
shares
|
$9.03 Million
0.3% of portfolio
|
Q4 2024
Reduced 30.1%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
45,153
shares
|
$8.91 Million
2.2% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
44,594
shares
|
$8.8 Million
1.89% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
44,554
shares
|
$8.79 Million
0.15% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
44,413
shares
|
$8.76 Million
0.63% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
43,886
shares
|
$8.66 Million
0.2% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
43,580
shares
|
$8.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
43,540
shares
|
$8.59 Million
0.82% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
43,440
shares
|
$8.57 Million
2.85% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
43,280
shares
|
$8.54 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
42,990
shares
|
$8.48 Million
0.38% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
42,768
shares
|
$8.44 Million
3.28% of portfolio
|
Q1 2025
Added 42.85%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
42,556
shares
|
$8.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
42,381
shares
|
$8.36 Million
0.0% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
42,109
shares
|
$8.31 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
41,748
shares
|
$8.24 Million
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
41,534
shares
|
$8.19 Million
5.26% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
41,400
shares
|
$8.17 Million
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
41,283
shares
|
$8.15 Million
1.04% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
40,768
shares
|
$8.04 Million
0.27% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
40,637
shares
|
$8.02 Million
0.25% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
40,529
shares
|
$8 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
40,323
shares
|
$7.96 Million
0.01% of portfolio
|
Q1 2025
Added 2.33%
|