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 |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
897,268
shares
|
$177 Million
14.87% of portfolio
|
Q1 2025
Added 6106.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,238
shares
|
$167 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
833,241
shares
|
$164 Million
0.1% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
733,872
shares
|
$145 Million
0.86% of portfolio
|
Q1 2025
Added 51.91%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
723,475
shares
|
$143 Million
2.87% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
708,297
shares
|
$140 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
660,120
shares
|
$130 Million
1.57% of portfolio
|
Q1 2025
Added 49.34%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
656,507
shares
|
$130 Million
0.93% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
639,577
shares
|
$126 Million
0.19% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
592,878
shares
|
$117 Million
0.62% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
557,167
shares
|
$110 Million
1.98% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
550,534
shares
|
$109 Million
2.06% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
546,084
shares
|
$108 Million
0.25% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
545,081
shares
|
$108 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
542,286
shares
|
$107 Million
0.64% of portfolio
|
Q1 2025
Added 15.67%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
542,196
shares
|
$107 Million
5.38% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
494,055
shares
|
$97.5 Million
0.82% of portfolio
|
Q1 2025
Added 38.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
487,271
shares
|
$96.1 Million
0.61% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
482,375
shares
|
$95.2 Million
5.18% of portfolio
|
Q1 2025
Added 49.5%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
462,991
shares
|
$91.3 Million
10.17% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
449,606
shares
|
$88.7 Million
12.54% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
429,231
shares
|
$84.7 Million
0.28% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
405,618
shares
|
$80 Million
0.39% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
401,919
shares
|
$79.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
391,484
shares
|
$77.2 Million
21.83% of portfolio
|
Q2 2025
Added 0.11%
|