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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
111,827
shares
|
$22.1 Million
4.41% of portfolio
|
Q1 2025
Added 80.4%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
111,806
shares
|
$22.1 Million
2.37% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
111,611
shares
|
$22 Million
0.34% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
110,493
shares
|
$21.8 Million
1.42% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
108,248
shares
|
$21.4 Million
2.89% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
107,850
shares
|
$21.3 Million
0.22% of portfolio
|
Q1 2025
Added 69.25%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
106,605
shares
|
$21 Million
1.51% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
106,530
shares
|
$21 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
104,833
shares
|
$20.7 Million
4.84% of portfolio
|
Q1 2025
Added 42.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
103,515
shares
|
$20.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
102,200
shares
|
$20.2 Million
3.91% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
100,756
shares
|
$19.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
100,477
shares
|
$19.8 Million
2.24% of portfolio
|
Q1 2025
Added 34.89%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
100,320
shares
|
$19.8 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
99,996
shares
|
$19.7 Million
1.06% of portfolio
|
Q1 2025
Added 1533.92%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
99,644
shares
|
$19.7 Million
4.59% of portfolio
|
Q1 2025
Added 29.33%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
98,533
shares
|
$19.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
98,420
shares
|
$19.4 Million
0.38% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
97,730
shares
|
$19.3 Million
4.03% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
97,349
shares
|
$19.2 Million
3.97% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
97,030
shares
|
$19.1 Million
1.11% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
94,951
shares
|
$18.7 Million
0.02% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
94,595
shares
|
$18.7 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
94,576
shares
|
$18.7 Million
3.43% of portfolio
|
Q1 2025
Added 33.95%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
93,284
shares
|
$18.4 Million
1.64% of portfolio
|
Q1 2025
Added 3.9%
|