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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
242,324
shares
|
$47.8 Million
1.21% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
238,394
shares
|
$47 Million
0.45% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
233,381
shares
|
$46 Million
0.34% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
233,102
shares
|
$46 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
232,194
shares
|
$45.8 Million
7.37% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
230,981
shares
|
$45.6 Million
4.07% of portfolio
|
Q1 2025
Added 56.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
226,859
shares
|
$44.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
219,538
shares
|
$43.3 Million
0.07% of portfolio
|
Q1 2025
Added 108.62%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
218,634
shares
|
$43.1 Million
0.26% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
212,043
shares
|
$41.8 Million
1.09% of portfolio
|
Q1 2025
Added 2427.93%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
207,910
shares
|
$41 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
204,726
shares
|
$40.4 Million
0.37% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
204,116
shares
|
$40.3 Million
11.91% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
201,394
shares
|
$39.7 Million
3.71% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
198,572
shares
|
$39.2 Million
4.06% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
190,181
shares
|
$37.5 Million
19.41% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
190,108
shares
|
$37.5 Million
9.91% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
189,783
shares
|
$37.4 Million
6.07% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
183,276
shares
|
$36.2 Million
2.82% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
181,803
shares
|
$35.9 Million
2.52% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
181,565
shares
|
$35.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
179,780
shares
|
$35.5 Million
1.15% of portfolio
|
Q1 2025
Added 51.9%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
179,293
shares
|
$35.4 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
174,724
shares
|
$34.5 Million
26.08% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
170,188
shares
|
$33.6 Million
2.76% of portfolio
|
Q1 2025
Reduced 1.65%
|