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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
28,925
shares
|
$5.75 Million
1.88% of portfolio
|
Q2 2025
Added 35.04%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
28,798
shares
|
$5.72 Million
4.41% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
28,671
shares
|
$5.7 Million
2.16% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,192
shares
|
$5.6 Million
0.48% of portfolio
|
Q4 2022
Added 18.25%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
28,000
shares
|
$5.57 Million
1.79% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
27,894
shares
|
$5.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.43%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
27,756
shares
|
$5.52 Million
2.05% of portfolio
|
Q2 2025
Added 47.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
27,679
shares
|
$5.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 39.54%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
27,565
shares
|
$5.48 Million
3.19% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
27,259
shares
|
$5.42 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
27,214
shares
|
$5.41 Million
0.53% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
27,213
shares
|
$5.41 Million
2.44% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
27,184
shares
|
$5.4 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
27,160
shares
|
$5.4 Million
2.49% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
27,067
shares
|
$5.38 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
27,018
shares
|
$5.37 Million
1.87% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
26,999
shares
|
$5.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 74.97%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
26,903
shares
|
$5.35 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
26,769
shares
|
$5.32 Million
3.08% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
26,527
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
26,507
shares
|
$5.27 Million
0.46% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
26,331
shares
|
$5.23 Million
1.29% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
25,738
shares
|
$5.12 Million
0.17% of portfolio
|
Q2 2025
Added 547.01%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
25,710
shares
|
$5.11 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
25,370
shares
|
$5.04 Million
2.36% of portfolio
|
Q2 2025
Reduced 2.84%
|