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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
74,490
shares
|
$14.1 Million
1.58% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
74,384
shares
|
$14.1 Million
0.26% of portfolio
|
Q4 2024
Added 122.61%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
73,731
shares
|
$14 Million
6.9% of portfolio
|
Q1 2024
Added 24.51%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
73,394
shares
|
$13.9 Million
3.34% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
73,181
shares
|
$13.9 Million
1.04% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
71,423
shares
|
$13.6 Million
7.36% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
70,731
shares
|
$13.4 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
70,608
shares
|
$13.4 Million
2.49% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
70,558
shares
|
$13.4 Million
6.6% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
70,149
shares
|
$13.3 Million
1.14% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
70,143
shares
|
$13.3 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
69,757
shares
|
$13.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
69,237
shares
|
$13.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
68,663
shares
|
$13 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
68,102
shares
|
$12.9 Million
8.24% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
67,715
shares
|
$12.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
67,036
shares
|
$12.7 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
66,361
shares
|
$12.6 Million
0.36% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
65,887
shares
|
$12.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
65,838
shares
|
$12.5 Million
1.48% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
65,684
shares
|
$12.5 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
65,574
shares
|
$12.4 Million
3.72% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
65,480
shares
|
$12.4 Million
8.72% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
65,309
shares
|
$12.4 Million
1.76% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
64,837
shares
|
$12.3 Million
5.83% of portfolio
|
Q4 2024
Added 69.36%
|