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 1,711 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 $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,099
shares
|
$2.07 Million
0.14% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
10,073
shares
|
$2.06 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
10,024
shares
|
$2.05 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
10,000
shares
|
$2.05 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
9,984
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
9,949
shares
|
$2.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
9,814
shares
|
$2.01 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
9,801
shares
|
$2.01 Million
1.59% of portfolio
|
Q2 2025
Added 570.84%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
9,801
shares
|
$2.01 Million
1.45% of portfolio
|
Q2 2025
Added 26.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,757
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.82%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,697
shares
|
$1.98 Million
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
9,669
shares
|
$1.98 Million
1.84% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
9,645
shares
|
$1.97 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
9,606
shares
|
$1.97 Million
0.36% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
9,597
shares
|
$1.96 Million
1.35% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
9,545
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
9,525
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
9,523
shares
|
$1.95 Million
0.67% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
9,504
shares
|
$1.94 Million
0.1% of portfolio
|
Q2 2025
Reduced 48.4%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
9,480
shares
|
$1.94 Million
1.16% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,460
shares
|
$1.94 Million
0.07% of portfolio
|
Q2 2025
Reduced 76.66%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,458
shares
|
$1.94 Million
0.59% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
9,456
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
9,452
shares
|
$1.93 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
9,446
shares
|
$1.93 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.43%
|