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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
32,275
shares
|
$6.42 Million
4.21% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
32,138
shares
|
$6.39 Million
1.11% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
32,106
shares
|
$6.38 Million
3.86% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
31,963
shares
|
$6.35 Million
0.38% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
31,814
shares
|
$6.32 Million
2.94% of portfolio
|
Q2 2025
Added 25.82%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
31,813
shares
|
$6.32 Million
0.16% of portfolio
|
Q2 2025
Added 704.17%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
31,191
shares
|
$6.2 Million
1.75% of portfolio
|
Q2 2025
Added 36.51%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
31,179
shares
|
$6.2 Million
4.67% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
31,051
shares
|
$6.17 Million
0.31% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
31,023
shares
|
$6.17 Million
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
30,916
shares
|
$6.15 Million
0.66% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
30,871
shares
|
$6.14 Million
4.39% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
30,803
shares
|
$6.12 Million
5.13% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
30,514
shares
|
$6.07 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
30,477
shares
|
$6.06 Million
2.8% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
30,284
shares
|
$6.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
30,025
shares
|
$5.97 Million
7.28% of portfolio
|
Q1 2023
Reduced 57.86%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
29,872
shares
|
$5.94 Million
0.63% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
29,776
shares
|
$5.92 Million
0.01% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
29,744
shares
|
$5.91 Million
0.23% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
29,476
shares
|
$5.86 Million
0.08% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
29,326
shares
|
$5.83 Million
0.64% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
29,262
shares
|
$5.82 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,124
shares
|
$5.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
29,111
shares
|
$5.79 Million
0.09% of portfolio
|
Q2 2025
Reduced 37.64%
|