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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,560
shares
|
$311,828
0.08% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,559
shares
|
$311,628
0.08% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
1,554
shares
|
$310,629
0.1% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
1,554
shares
|
$310,629
0.0% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,550
shares
|
$309,829
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,543
shares
|
$308,430
0.05% of portfolio
|
Q1 2025
Reduced 27.15%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
1,537
shares
|
$307,230
0.02% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,535
shares
|
$306,831
0.11% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
1,530
shares
|
$305,831
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,520
shares
|
$303,832
0.1% of portfolio
|
Q2 2022
Reduced 4.7%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
1,520
shares
|
$303,832
0.06% of portfolio
|
Q1 2025
Added 25.72%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
1,517
shares
|
$303,233
0.05% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
1,517
shares
|
$303,233
0.27% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
1,511
shares
|
$302,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,507
shares
|
$301,234
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,503
shares
|
$300,434
0.09% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
1,502
shares
|
$300,234
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
1,501
shares
|
$300,034
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
1,500
shares
|
$299,835
0.08% of portfolio
|
Q2 2020
Added 31.35%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,495
shares
|
$298,835
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,494
shares
|
$298,635
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
1,491
shares
|
$298,035
0.04% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
1,484
shares
|
$296,636
0.17% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,482
shares
|
$296,236
0.11% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,480
shares
|
$295,837
0.05% of portfolio
|
Q2 2025
Reduced 2.12%
|