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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
252
shares
|
$47,212
0.01% of portfolio
|
Q4 2024
Reduced 20.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$46,837
0.03% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
237
shares
|
$44,401
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
227
shares
|
$42,528
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
225
shares
|
$42,153
0.01% of portfolio
|
Q4 2021
Reduced 6.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
225
shares
|
$42,153
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
221
shares
|
$41,404
0.01% of portfolio
|
Q2 2024
Reduced 46.62%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
220
shares
|
$41,217
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
214
shares
|
$40,092
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
213
shares
|
$39,905
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
212
shares
|
$39,718
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$37,470
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
200
shares
|
$37,470
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$37,470
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$37,470
0.01% of portfolio
|
Q4 2020
Reduced 78.05%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
186
shares
|
$34,847
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
185
shares
|
$34,659
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
183
shares
|
$34,285
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
182
shares
|
$34,097
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
176
shares
|
$32,973
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
170
shares
|
$31,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
165
shares
|
$30,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
163
shares
|
$30,538
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
156
shares
|
$29,226
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
156
shares
|
$29,226
0.01% of portfolio
|
Q2 2023
Reduced 41.13%
|