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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
12,033
shares
|
$2.39 Million
0.24% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
11,996
shares
|
$2.38 Million
0.5% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
11,945
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
11,924
shares
|
$2.37 Million
0.24% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
11,900
shares
|
$2.37 Million
0.67% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
11,879
shares
|
$2.36 Million
1.04% of portfolio
|
Q2 2025
Added 47.77%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
11,821
shares
|
$2.35 Million
0.72% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
11,720
shares
|
$2.33 Million
2.54% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
11,622
shares
|
$2.31 Million
0.3% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
11,614
shares
|
$2.31 Million
0.18% of portfolio
|
Q2 2025
Added 23.62%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
11,598
shares
|
$2.31 Million
1.53% of portfolio
|
Q2 2025
Added 37.81%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
11,453
shares
|
$2.28 Million
0.06% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
11,452
shares
|
$2.28 Million
0.49% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
11,352
shares
|
$2.26 Million
1.04% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
11,297
shares
|
$2.25 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
11,238
shares
|
$2.23 Million
0.32% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
11,235
shares
|
$2.23 Million
0.35% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
11,070
shares
|
$2.2 Million
0.49% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
11,015
shares
|
$2.19 Million
0.08% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
11,009
shares
|
$2.19 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
10,982
shares
|
$2.18 Million
0.12% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Aug 08, 2025 Q2 2025 |
10,978
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.31%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10,974
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
10,970
shares
|
$2.18 Million
0.33% of portfolio
|
Q2 2025
Added 80.22%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
10,962
shares
|
$2.18 Million
1.93% of portfolio
|
Q2 2025
New holding
|