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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
81,437
shares
|
$16.1 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
80,578
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
80,206
shares
|
$15.8 Million
1.83% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
79,716
shares
|
$15.7 Million
9.5% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
79,624
shares
|
$15.7 Million
1.99% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
79,588
shares
|
$15.7 Million
0.7% of portfolio
|
Q1 2025
Added 89.78%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
79,400
shares
|
$15.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.53%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
77,936
shares
|
$15.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
77,037
shares
|
$15.2 Million
3.29% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
76,663
shares
|
$15.1 Million
8.93% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
76,212
shares
|
$15 Million
0.22% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
75,934
shares
|
$15 Million
0.56% of portfolio
|
Q1 2025
Reduced 46.54%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
75,904
shares
|
$15 Million
3.04% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
75,533
shares
|
$14.9 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
75,510
shares
|
$14.9 Million
0.16% of portfolio
|
Q1 2025
Added 24.29%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
75,314
shares
|
$14.9 Million
6.6% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
75,227
shares
|
$14.8 Million
5.54% of portfolio
|
Q1 2025
Added 40.7%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
74,457
shares
|
$14.7 Million
1.06% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
74,352
shares
|
$14.7 Million
0.09% of portfolio
|
Q1 2025
Added 108.18%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
73,986
shares
|
$14.6 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
73,846
shares
|
$14.6 Million
11.83% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
73,731
shares
|
$14.5 Million
6.9% of portfolio
|
Q1 2024
Added 24.51%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
72,968
shares
|
$14.4 Million
0.52% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
72,374
shares
|
$14.3 Million
6.47% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
71,635
shares
|
$14.1 Million
4.53% of portfolio
|
Q1 2025
Added 36.06%
|