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 1,671 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 $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
707
shares
|
$132,456
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
706
shares
|
$132,269
0.0% of portfolio
|
Q3 2024
Added 73.46%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
698
shares
|
$130,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
698
shares
|
$130,770
0.07% of portfolio
|
Q4 2024
Added 74.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
684
shares
|
$128,147
0.02% of portfolio
|
Q2 2023
Reduced 23.58%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
682
shares
|
$127,772
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
676
shares
|
$126,648
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
647
shares
|
$121,215
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
638
shares
|
$119,529
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$119,341
0.02% of portfolio
|
Q3 2022
Added 11.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
634
shares
|
$118,779
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
631
shares
|
$118,217
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
622
shares
|
$116,531
0.01% of portfolio
|
Q4 2024
Added 393.65%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
614
shares
|
$115,032
0.03% of portfolio
|
Q4 2023
Reduced 16.91%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
607
shares
|
$113,721
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$113,159
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
600
shares
|
$112,410
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
599
shares
|
$112,222
0.25% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
590
shares
|
$110,536
0.02% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
569
shares
|
$106,602
0.02% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
547
shares
|
$102,480
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
546
shares
|
$102,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
542
shares
|
$101,543
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
530
shares
|
$99,295
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
523
shares
|
$97,984
0.0% of portfolio
|
Q4 2024
Added 9.19%
|