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 |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
71
shares
|
$14,008
0.0% of portfolio
|
Q1 2021
Reduced 31.07%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$13,811
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
68
shares
|
$13,416
0.01% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
64
shares
|
$12,627
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
61
shares
|
$12,035
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
58
shares
|
$11,443
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
57
shares
|
$11,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
55
shares
|
$10,851
0.01% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
55
shares
|
$10,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
52
shares
|
$10,259
0.01% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
51
shares
|
$10,062
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$9,865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
42
shares
|
$8,286
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
40
shares
|
$7,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$7,300
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
37
shares
|
$7,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
30
shares
|
$5,919
0.0% of portfolio
|
Q4 2024
Reduced 90.83%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
29
shares
|
$5,721
0.0% of portfolio
|
Q3 2024
Reduced 95.94%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
24
shares
|
$4,735
0.0% of portfolio
|
Q4 2023
Reduced 86.21%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
22
shares
|
$4,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21
shares
|
$4,143
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
21
shares
|
$4,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$3,946
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
20
shares
|
$3,946
0.0% of portfolio
|
Q1 2024
Reduced 13.04%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
20
shares
|
$3,946
0.0% of portfolio
|
Q1 2025
New holding
|