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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,008
shares
|
$1.64 Million
0.71% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
7,995
shares
|
$1.64 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,990
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
7,970
shares
|
$1.63 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
7,935
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
7,902
shares
|
$1.62 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,875
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
7,840
shares
|
$1.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
7,725
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
7,711
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
7,681
shares
|
$1.57 Million
1.91% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
7,658
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
7,635
shares
|
$1.56 Million
1.2% of portfolio
|
Q2 2025
Reduced 51.6%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
7,535
shares
|
$1.54 Million
0.53% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,520
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Added 247.99%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
7,515
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 66.19%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
7,498
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
7,494
shares
|
$1.53 Million
0.52% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
7,460
shares
|
$1.53 Million
0.78% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
7,447
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2023
Reduced 14.53%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
7,439
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.97%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
7,439
shares
|
$1.52 Million
0.64% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,418
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
7,393
shares
|
$1.51 Million
0.33% of portfolio
|
Q2 2025
Added 46.28%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
7,363
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.07%
|