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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
521
shares
|
$102,793
0.1% of portfolio
|
Q1 2025
Added 48.01%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
512
shares
|
$101,017
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
497
shares
|
$98,058
0.03% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
494
shares
|
$97,466
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
484
shares
|
$95,493
0.02% of portfolio
|
Q1 2025
Added 222.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
481
shares
|
$94,901
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
472
shares
|
$93,125
0.01% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
469
shares
|
$92,533
0.05% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
458
shares
|
$90,363
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
454
shares
|
$89,574
0.0% of portfolio
|
Q1 2025
Added 6385.71%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
450
shares
|
$88,785
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
444
shares
|
$87,601
0.02% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
438
shares
|
$86,417
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
438
shares
|
$86,417
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
418
shares
|
$82,471
0.02% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
417
shares
|
$82,274
0.01% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
408
shares
|
$80,498
0.01% of portfolio
|
Q4 2024
Added 90.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$79,906
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$78,920
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$78,920
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
399
shares
|
$78,722
0.03% of portfolio
|
Q1 2025
Reduced 42.84%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
395
shares
|
$77,933
0.05% of portfolio
|
Q1 2025
Reduced 34.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
387
shares
|
$76,355
0.08% of portfolio
|
Q1 2025
Added 75.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
379
shares
|
$74,776
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
378
shares
|
$74,579
0.03% of portfolio
|
Q1 2025
New holding
|