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 1,714 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,878
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
6,867
shares
|
$1.4 Million
0.37% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
6,839
shares
|
$1.4 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
6,832
shares
|
$1.4 Million
0.63% of portfolio
|
Q2 2025
Reduced 30.08%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
6,794
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
6,786
shares
|
$1.39 Million
0.43% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
6,733
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 266.92%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
6,732
shares
|
$1.38 Million
0.88% of portfolio
|
Q2 2025
Added 99.53%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,713
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
6,705
shares
|
$1.37 Million
0.72% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
6,679
shares
|
$1.37 Million
0.96% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
6,633
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 34.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,626
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,614
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
6,600
shares
|
$1.35 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,579
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
6,550
shares
|
$1.34 Million
0.17% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,513
shares
|
$1.33 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,513
shares
|
$1.33 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,511
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,498
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,494
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
6,460
shares
|
$1.32 Million
1.01% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
6,438
shares
|
$1.32 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
6,436
shares
|
$1.32 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.51%
|