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 1,703 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
38,278
shares
|
$7.61 Million
0.53% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
37,591
shares
|
$7.47 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
37,543
shares
|
$7.46 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
37,011
shares
|
$7.36 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
36,784
shares
|
$7.31 Million
0.03% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
36,752
shares
|
$7.31 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
36,582
shares
|
$7.27 Million
0.04% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
36,525
shares
|
$7.26 Million
0.29% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,845
shares
|
$7.13 Million
0.75% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
35,834
shares
|
$7.12 Million
2.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
35,538
shares
|
$7.06 Million
3.84% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
35,438
shares
|
$7.04 Million
0.55% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
35,431
shares
|
$7.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
35,158
shares
|
$6.99 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
35,032
shares
|
$6.96 Million
0.16% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
34,973
shares
|
$6.95 Million
0.56% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
34,960
shares
|
$6.95 Million
6.52% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
33,836
shares
|
$6.73 Million
1.84% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
33,761
shares
|
$6.71 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,465
shares
|
$6.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,158
shares
|
$6.59 Million
0.18% of portfolio
|
Q2 2020
Reduced 14.63%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
33,077
shares
|
$6.58 Million
0.55% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
32,770
shares
|
$6.51 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
32,549
shares
|
$6.47 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
32,306
shares
|
$6.42 Million
0.54% of portfolio
|
Q2 2025
Added 3.28%
|