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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
18,698
shares
|
$3.72 Million
0.1% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,579
shares
|
$3.69 Million
1.35% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
18,491
shares
|
$3.68 Million
0.38% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
18,481
shares
|
$3.67 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
18,465
shares
|
$3.67 Million
1.04% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
18,429
shares
|
$3.66 Million
1.94% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
18,117
shares
|
$3.6 Million
2.54% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
18,057
shares
|
$3.59 Million
1.1% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,958
shares
|
$3.57 Million
1.83% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
17,924
shares
|
$3.56 Million
1.93% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
17,899
shares
|
$3.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
17,634
shares
|
$3.51 Million
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
17,519
shares
|
$3.48 Million
0.2% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
17,434
shares
|
$3.47 Million
0.16% of portfolio
|
Q2 2025
Added 38.07%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
17,408
shares
|
$3.46 Million
0.1% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
17,314
shares
|
$3.44 Million
0.06% of portfolio
|
Q2 2025
Added 272.74%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,312
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
17,099
shares
|
$3.4 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
17,094
shares
|
$3.4 Million
0.87% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
17,081
shares
|
$3.4 Million
0.38% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
16,978
shares
|
$3.37 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
16,915
shares
|
$3.36 Million
0.29% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
16,895
shares
|
$3.36 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
16,895
shares
|
$3.36 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
16,883
shares
|
$3.36 Million
0.4% of portfolio
|
Q2 2025
Added 5.2%
|