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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
25,291
shares
|
$5.03 Million
1.06% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25,077
shares
|
$4.98 Million
8.75% of portfolio
|
Q3 2023
Reduced 72.58%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
24,967
shares
|
$4.96 Million
1.48% of portfolio
|
Q2 2025
Added 56.51%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
24,954
shares
|
$4.96 Million
1.61% of portfolio
|
Q2 2025
Added 214.48%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
24,944
shares
|
$4.96 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
24,750
shares
|
$4.92 Million
1.37% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
24,720
shares
|
$4.91 Million
2.58% of portfolio
|
Q2 2025
Added 102.57%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
24,674
shares
|
$4.9 Million
0.4% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
24,616
shares
|
$4.89 Million
1.27% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
24,462
shares
|
$4.86 Million
2.48% of portfolio
|
Q2 2025
Reduced 56.71%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
24,461
shares
|
$4.86 Million
2.97% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
24,206
shares
|
$4.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
24,025
shares
|
$4.78 Million
2.36% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
23,974
shares
|
$4.77 Million
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
23,757
shares
|
$4.72 Million
1.81% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
23,703
shares
|
$4.71 Million
1.79% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
23,700
shares
|
$4.71 Million
2.16% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
23,497
shares
|
$4.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
23,365
shares
|
$4.64 Million
2.45% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
23,278
shares
|
$4.63 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
23,272
shares
|
$4.63 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
23,251
shares
|
$4.62 Million
0.35% of portfolio
|
Q2 2025
Added 524.36%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,108
shares
|
$4.59 Million
0.43% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
23,051
shares
|
$4.58 Million
2.33% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
23,029
shares
|
$4.58 Million
0.13% of portfolio
|
Q2 2025
Added 0.11%
|