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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,948
shares
|
$2.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
10,900
shares
|
$2.17 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
10,894
shares
|
$2.17 Million
0.04% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
10,854
shares
|
$2.16 Million
1.13% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
10,831
shares
|
$2.15 Million
0.55% of portfolio
|
Q2 2025
Added 307.18%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,753
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
10,746
shares
|
$2.14 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10,729
shares
|
$2.13 Million
0.29% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
10,709
shares
|
$2.13 Million
1.57% of portfolio
|
Q2 2025
Reduced 38.52%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
10,696
shares
|
$2.13 Million
0.11% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,690
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
10,637
shares
|
$2.11 Million
0.05% of portfolio
|
Q2 2025
Reduced 29.01%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
10,622
shares
|
$2.11 Million
0.96% of portfolio
|
Q2 2025
Reduced 85.32%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
10,479
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
10,457
shares
|
$2.08 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
10,441
shares
|
$2.08 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,363
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10,315
shares
|
$2.05 Million
0.18% of portfolio
|
Q2 2025
Added 126.95%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
10,307
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,269
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,268
shares
|
$2.04 Million
0.08% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
10,211
shares
|
$2.03 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,201
shares
|
$2.03 Million
0.69% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
10,191
shares
|
$2.03 Million
1.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
10,174
shares
|
$2.02 Million
0.37% of portfolio
|
Q2 2025
Reduced 89.83%
|