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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,642
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2022
Reduced 59.04%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
14,506
shares
|
$2.88 Million
1.08% of portfolio
|
Q2 2025
Added 32.94%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,460
shares
|
$2.87 Million
1.43% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
14,416
shares
|
$2.87 Million
1.16% of portfolio
|
Q2 2025
Added 28.84%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
14,378
shares
|
$2.86 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
14,342
shares
|
$2.85 Million
0.37% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
14,307
shares
|
$2.84 Million
2.44% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
14,261
shares
|
$2.83 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
14,260
shares
|
$2.83 Million
1.39% of portfolio
|
Q2 2025
Added 31.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
14,215
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,198
shares
|
$2.82 Million
0.11% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
14,156
shares
|
$2.81 Million
0.12% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
14,138
shares
|
$2.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 29.79%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
14,116
shares
|
$2.81 Million
0.12% of portfolio
|
Q2 2025
Added 64.18%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
14,092
shares
|
$2.8 Million
0.92% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
13,967
shares
|
$2.78 Million
0.19% of portfolio
|
Q1 2025
Reduced 58.4%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
13,913
shares
|
$2.77 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,783
shares
|
$2.74 Million
0.06% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
13,740
shares
|
$2.73 Million
0.1% of portfolio
|
Q2 2025
Added 70.66%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
13,677
shares
|
$2.72 Million
1.79% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
13,651
shares
|
$2.71 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
13,607
shares
|
$2.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
13,553
shares
|
$2.69 Million
0.37% of portfolio
|
Q2 2025
Added 263.35%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
13,523
shares
|
$2.69 Million
1.79% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,521
shares
|
$2.69 Million
1.31% of portfolio
|
Q2 2025
Added 18.82%
|