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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,837
shares
|
$3.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
16,803
shares
|
$3.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
16,621
shares
|
$3.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 67.24%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,612
shares
|
$3.3 Million
0.42% of portfolio
|
Q3 2022
Added 490.75%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
16,524
shares
|
$3.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
16,518
shares
|
$3.28 Million
1.98% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
16,433
shares
|
$3.27 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,405
shares
|
$3.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
16,265
shares
|
$3.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
16,193
shares
|
$3.22 Million
0.14% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,062
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
15,864
shares
|
$3.15 Million
2.26% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
15,799
shares
|
$3.14 Million
0.03% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
15,760
shares
|
$3.13 Million
0.3% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,725
shares
|
$3.13 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
15,703
shares
|
$3.12 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
15,555
shares
|
$3.09 Million
0.44% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
15,328
shares
|
$3.05 Million
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
15,246
shares
|
$3.03 Million
1.32% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
15,198
shares
|
$3.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 92.83%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
15,128
shares
|
$3.01 Million
0.54% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
15,072
shares
|
$3 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
15,017
shares
|
$2.99 Million
3.15% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
15,016
shares
|
$2.98 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
14,653
shares
|
$2.91 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.61%
|