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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
111
shares
|
$21,900
0.02% of portfolio
|
Q1 2025
Reduced 72.59%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
110
shares
|
$21,703
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
109
shares
|
$21,505
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$20,124
0.0% of portfolio
|
Q2 2022
Reduced 92.08%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
102
shares
|
$20,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$19,730
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
100
shares
|
$19,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
100
shares
|
$19,730
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
95
shares
|
$18,743
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
94
shares
|
$18,546
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
92
shares
|
$18,151
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
90
shares
|
$17,757
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
87
shares
|
$17,165
0.0% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
86
shares
|
$16,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
86
shares
|
$16,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
85
shares
|
$16,770
0.0% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
82
shares
|
$16,178
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
82
shares
|
$16,178
0.01% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
81
shares
|
$15,981
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
80
shares
|
$15,784
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
78
shares
|
$15,389
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$14,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
75
shares
|
$14,797
0.0% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
74
shares
|
$14,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
73
shares
|
$14,402
0.0% of portfolio
|
Q1 2025
Added 1.39%
|