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 1,707 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $31.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
26,803
shares
|
$5.33 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
26,419
shares
|
$5.25 Million
0.08% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
26,381
shares
|
$5.25 Million
0.12% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
26,115
shares
|
$5.19 Million
0.48% of portfolio
|
Q1 2025
Added 38.22%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
26,112
shares
|
$5.19 Million
2.67% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
26,104
shares
|
$5.19 Million
4.57% of portfolio
|
Q1 2025
Added 93.69%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
25,841
shares
|
$5.14 Million
3.12% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
25,796
shares
|
$5.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
25,291
shares
|
$5.03 Million
1.06% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
25,285
shares
|
$5.03 Million
2.62% of portfolio
|
Q1 2025
Added 117.19%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25,077
shares
|
$4.99 Million
8.75% of portfolio
|
Q3 2023
Reduced 72.58%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
25,045
shares
|
$4.98 Million
0.12% of portfolio
|
Q1 2025
Reduced 34.24%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
24,944
shares
|
$4.96 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
24,750
shares
|
$4.92 Million
1.37% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
24,616
shares
|
$4.9 Million
1.27% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
24,461
shares
|
$4.86 Million
2.97% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
24,077
shares
|
$4.79 Million
1.77% of portfolio
|
Q1 2025
Added 43.13%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
23,974
shares
|
$4.77 Million
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
23,757
shares
|
$4.72 Million
1.81% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
23,700
shares
|
$4.71 Million
2.16% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
23,682
shares
|
$4.71 Million
1.41% of portfolio
|
Q1 2025
Added 18.77%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
23,671
shares
|
$4.71 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
23,497
shares
|
$4.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
23,430
shares
|
$4.66 Million
0.16% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
23,384
shares
|
$4.65 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.06%
|