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 |
|---|---|---|---|---|---|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
196
shares
|
$38,670
0.01% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
193
shares
|
$38,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
186
shares
|
$36,697
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
185
shares
|
$36,500
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
182
shares
|
$35,908
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
182
shares
|
$35,908
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
181
shares
|
$35,711
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
176
shares
|
$34,724
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
174
shares
|
$34,330
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
174
shares
|
$34,330
0.0% of portfolio
|
Q1 2025
Added 625.0%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
170
shares
|
$33,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
156
shares
|
$30,778
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
156
shares
|
$30,778
0.01% of portfolio
|
Q2 2023
Reduced 41.13%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
155
shares
|
$30,581
0.0% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
155
shares
|
$30,581
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
151
shares
|
$29,792
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
150
shares
|
$29,595
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
146
shares
|
$28,805
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
144
shares
|
$28,411
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
137
shares
|
$27,030
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
135
shares
|
$26,635
0.0% of portfolio
|
Q1 2025
Reduced 85.02%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
130
shares
|
$25,649
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
123
shares
|
$24,267
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
113
shares
|
$22,294
0.01% of portfolio
|
Q2 2025
Reduced 62.46%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
112
shares
|
$22,097
0.02% of portfolio
|
Q4 2024
Reduced 27.74%
|