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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
20,113
shares
|
$4 Million
0.3% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
20,107
shares
|
$4 Million
2.46% of portfolio
|
Q1 2025
Added 34.15%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
20,033
shares
|
$3.98 Million
0.6% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
19,987
shares
|
$3.97 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
19,977
shares
|
$3.97 Million
3.79% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
19,920
shares
|
$3.96 Million
1.75% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
19,863
shares
|
$3.95 Million
1.57% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
19,813
shares
|
$3.94 Million
0.33% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
19,800
shares
|
$3.94 Million
1.04% of portfolio
|
Q2 2025
Added 76.72%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
19,686
shares
|
$3.91 Million
0.53% of portfolio
|
Q1 2023
Added 41.89%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,643
shares
|
$3.9 Million
2.4% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
19,603
shares
|
$3.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
19,582
shares
|
$3.89 Million
1.1% of portfolio
|
Q2 2025
Added 55.65%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
19,391
shares
|
$3.85 Million
0.09% of portfolio
|
Q2 2025
Added 464.02%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
19,273
shares
|
$3.83 Million
0.36% of portfolio
|
Q2 2025
Added 392.54%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
19,179
shares
|
$3.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
19,142
shares
|
$3.81 Million
2.46% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
19,037
shares
|
$3.78 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
19,032
shares
|
$3.78 Million
1.25% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
19,024
shares
|
$3.78 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
18,992
shares
|
$3.78 Million
1.53% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
18,974
shares
|
$3.77 Million
1.48% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
18,926
shares
|
$3.76 Million
1.39% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
18,852
shares
|
$3.75 Million
1.32% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
18,773
shares
|
$3.73 Million
0.14% of portfolio
|
Q2 2025
Added 0.71%
|