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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
684
shares
|
$134,953
0.02% of portfolio
|
Q2 2023
Reduced 23.58%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
682
shares
|
$134,558
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
676
shares
|
$133,374
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
674
shares
|
$132,980
0.05% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
672
shares
|
$132,585
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
666
shares
|
$131,401
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
649
shares
|
$128,047
0.12% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
645
shares
|
$127,258
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
638
shares
|
$125,877
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$125,680
0.02% of portfolio
|
Q3 2022
Added 11.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
634
shares
|
$125,088
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
625
shares
|
$123,312
0.08% of portfolio
|
Q1 2025
Reduced 86.15%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
616
shares
|
$121,536
0.02% of portfolio
|
Q2 2025
Added 363.16%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
614
shares
|
$121,142
0.03% of portfolio
|
Q4 2023
Reduced 16.91%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
607
shares
|
$119,761
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$119,169
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
604
shares
|
$119,169
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
576
shares
|
$113,644
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
569
shares
|
$112,263
0.02% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
568
shares
|
$112,066
0.0% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
559
shares
|
$110,290
0.0% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
547
shares
|
$107,923
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
542
shares
|
$106,936
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
538
shares
|
$106,147
0.05% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
530
shares
|
$104,569
0.02% of portfolio
|
Q4 2024
New holding
|