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 1,578 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
357
shares
|
$70,032
0.04% of portfolio
|
Q4 2024
Added 119.02%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
355
shares
|
$69,640
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
350
shares
|
$68,659
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$65,913
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
327
shares
|
$64,147
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
317
shares
|
$62,185
0.01% of portfolio
|
Q1 2023
Reduced 6.49%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
315
shares
|
$61,793
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
302
shares
|
$59,243
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
301
shares
|
$59,047
0.05% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
292
shares
|
$57,281
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
282
shares
|
$55,319
0.03% of portfolio
|
Q4 2024
Reduced 96.42%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
273
shares
|
$53,554
0.02% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
271
shares
|
$53,162
0.02% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
263
shares
|
$51,592
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
262
shares
|
$51,396
0.01% of portfolio
|
Q3 2021
Reduced 4.73%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
261
shares
|
$51,200
0.0% of portfolio
|
Q3 2024
Added 32511.88%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
259
shares
|
$50,808
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
256
shares
|
$50,219
0.02% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
253
shares
|
$49,631
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
252
shares
|
$49,434
0.01% of portfolio
|
Q4 2024
Reduced 20.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$49,042
0.03% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
225
shares
|
$44,138
0.01% of portfolio
|
Q4 2021
Reduced 6.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
225
shares
|
$44,138
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
221
shares
|
$43,353
0.01% of portfolio
|
Q2 2024
Reduced 46.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
214
shares
|
$41,980
0.01% of portfolio
|
Q3 2024
Reduced 54.56%
|