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 1,710 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
378,423
shares
|
$75.6 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
370,893
shares
|
$74.1 Million
0.3% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
351,642
shares
|
$70.3 Million
0.94% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
328,571
shares
|
$65.7 Million
2.24% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
323,083
shares
|
$64.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
319,118
shares
|
$63.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
314,972
shares
|
$63 Million
0.16% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
307,687
shares
|
$61.5 Million
17.55% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
305,852
shares
|
$61.1 Million
2.44% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
299,730
shares
|
$59.9 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
298,694
shares
|
$59.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
297,613
shares
|
$59.5 Million
3.73% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
291,920
shares
|
$58.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
284,328
shares
|
$56.8 Million
4.55% of portfolio
|
Q1 2025
Added 62.36%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
281,980
shares
|
$56.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
281,859
shares
|
$56.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
279,913
shares
|
$56 Million
9.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
274,448
shares
|
$54.9 Million
10.4% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
271,408
shares
|
$54.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
268,401
shares
|
$53.7 Million
9.76% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
254,034
shares
|
$50.8 Million
12.83% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
252,298
shares
|
$50.4 Million
2.98% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
250,958
shares
|
$50.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
246,581
shares
|
$49.3 Million
0.6% of portfolio
|
Q1 2025
Added 26.23%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
243,910
shares
|
$48.8 Million
3.74% of portfolio
|
Q1 2025
Reduced 9.65%
|