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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
7,439
shares
|
$1.48 Million
0.64% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
7,421
shares
|
$1.48 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
7,393
shares
|
$1.47 Million
0.33% of portfolio
|
Q2 2025
Added 46.28%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
7,363
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
7,329
shares
|
$1.46 Million
0.27% of portfolio
|
Q2 2025
Reduced 38.62%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
7,312
shares
|
$1.45 Million
0.82% of portfolio
|
Q2 2025
Added 48.59%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
7,300
shares
|
$1.45 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
7,284
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,276
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
7,257
shares
|
$1.44 Million
0.09% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,232
shares
|
$1.44 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,232
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
7,232
shares
|
$1.44 Million
0.57% of portfolio
|
Q2 2025
Added 106.39%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
7,178
shares
|
$1.43 Million
0.14% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
7,163
shares
|
$1.42 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
7,126
shares
|
$1.42 Million
0.23% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
7,102
shares
|
$1.41 Million
0.26% of portfolio
|
Q2 2025
Added 21.03%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
7,097
shares
|
$1.41 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
7,081
shares
|
$1.41 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
7,074
shares
|
$1.41 Million
0.79% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,064
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,043
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,042
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
7,029
shares
|
$1.4 Million
0.58% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
7,016
shares
|
$1.39 Million
0.96% of portfolio
|
Q2 2025
Added 17.68%
|