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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,519
shares
|
$2.69 Million
0.53% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
13,454
shares
|
$2.67 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
13,372
shares
|
$2.66 Million
2.32% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
13,334
shares
|
$2.65 Million
0.68% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
13,330
shares
|
$2.65 Million
1.26% of portfolio
|
Q2 2023
Reduced 3.62%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
13,259
shares
|
$2.64 Million
0.19% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
13,250
shares
|
$2.63 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
13,183
shares
|
$2.62 Million
0.97% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
13,121
shares
|
$2.61 Million
0.68% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
13,102
shares
|
$2.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
13,015
shares
|
$2.59 Million
0.61% of portfolio
|
Q2 2025
Added 1342.9%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
13,010
shares
|
$2.59 Million
0.27% of portfolio
|
Q2 2025
Added 61.17%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
12,977
shares
|
$2.58 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
12,929
shares
|
$2.57 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
12,914
shares
|
$2.57 Million
0.66% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
12,674
shares
|
$2.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
12,587
shares
|
$2.5 Million
0.45% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
12,579
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
12,572
shares
|
$2.5 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
12,542
shares
|
$2.49 Million
1.35% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
12,436
shares
|
$2.47 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
12,252
shares
|
$2.44 Million
0.74% of portfolio
|
Q2 2025
Added 59.28%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
12,193
shares
|
$2.42 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
12,047
shares
|
$2.39 Million
1.47% of portfolio
|
Q4 2023
Added 0.28%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
12,044
shares
|
$2.39 Million
0.28% of portfolio
|
Q4 2024
Reduced 36.91%
|