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 1,708 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 $33.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
24,954
shares
|
$5.13 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
|
$5.13 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
24,750
shares
|
$5.09 Million
1.37% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
24,720
shares
|
$5.08 Million
2.58% of portfolio
|
Q2 2025
Added 102.57%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
24,674
shares
|
$5.07 Million
0.4% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
24,616
shares
|
$5.06 Million
1.27% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
24,500
shares
|
$5.04 Million
2.28% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
24,462
shares
|
$5.03 Million
2.48% of portfolio
|
Q2 2025
Reduced 56.71%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
24,461
shares
|
$5.03 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
|
$4.98 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
|
$4.94 Million
2.36% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
23,974
shares
|
$4.93 Million
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
23,882
shares
|
$4.91 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
23,757
shares
|
$4.89 Million
1.81% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
23,703
shares
|
$4.87 Million
1.79% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
23,365
shares
|
$4.8 Million
2.45% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
23,278
shares
|
$4.79 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
23,272
shares
|
$4.79 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
23,251
shares
|
$4.78 Million
0.35% of portfolio
|
Q2 2025
Added 524.36%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,108
shares
|
$4.75 Million
0.43% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
23,051
shares
|
$4.74 Million
2.33% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
23,048
shares
|
$4.74 Million
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
22,784
shares
|
$4.69 Million
1.48% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
22,488
shares
|
$4.62 Million
0.42% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
22,435
shares
|
$4.61 Million
0.02% of portfolio
|
Q2 2025
Added 9.96%
|