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 |
|---|---|---|---|---|---|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
376
shares
|
$74,184
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
375
shares
|
$73,987
0.04% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
375
shares
|
$73,987
0.0% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
369
shares
|
$72,803
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
364
shares
|
$71,817
0.01% of portfolio
|
Q2 2025
Reduced 28.35%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
361
shares
|
$71,225
0.0% of portfolio
|
Q1 2025
Reduced 65.49%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
360
shares
|
$71,028
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
355
shares
|
$70,041
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
345
shares
|
$68,068
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
342
shares
|
$67,476
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$66,292
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
317
shares
|
$62,544
0.01% of portfolio
|
Q1 2023
Reduced 6.49%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
316
shares
|
$62,346
0.04% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
315
shares
|
$62,149
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
313
shares
|
$61,754
0.01% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
308
shares
|
$60,768
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
302
shares
|
$59,584
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
301
shares
|
$59,387
0.06% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
292
shares
|
$57,611
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
277
shares
|
$54,652
0.01% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
273
shares
|
$53,862
0.02% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
271
shares
|
$53,468
0.01% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
264
shares
|
$52,087
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
263
shares
|
$51,889
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
262
shares
|
$51,692
0.01% of portfolio
|
Q3 2021
Reduced 4.73%
|