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 1,674 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
173,218
shares
|
$32.9 Million
25.67% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
173,045
shares
|
$32.8 Million
2.89% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
171,204
shares
|
$32.5 Million
9.83% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
162,706
shares
|
$30.9 Million
0.99% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
159,105
shares
|
$30.2 Million
6.05% of portfolio
|
Q4 2024
Added 49.51%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
157,540
shares
|
$29.9 Million
11.45% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
156,214
shares
|
$29.7 Million
12.16% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
155,701
shares
|
$29.6 Million
3.66% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
152,807
shares
|
$29 Million
0.27% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
152,662
shares
|
$29 Million
4.08% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
148,613
shares
|
$28.2 Million
2.54% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
147,780
shares
|
$28.1 Million
2.65% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
147,205
shares
|
$27.9 Million
3.99% of portfolio
|
Q4 2024
Reduced 23.37%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
145,947
shares
|
$27.7 Million
1.59% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
145,459
shares
|
$27.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
144,380
shares
|
$27.4 Million
12.07% of portfolio
|
Q4 2024
Reduced 36.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
143,452
shares
|
$27.2 Million
0.62% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
142,981
shares
|
$27.1 Million
13.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
142,042
shares
|
$27 Million
1.07% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,786
shares
|
$26 Million
0.49% of portfolio
|
Q3 2022
Added 45.96%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
135,700
shares
|
$25.8 Million
0.03% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
134,883
shares
|
$25.6 Million
0.21% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
132,830
shares
|
$25.2 Million
0.07% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
132,779
shares
|
$25.2 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
130,432
shares
|
$24.8 Million
0.42% of portfolio
|
Q4 2024
Added 8.95%
|