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 |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
5,982
shares
|
$1.22 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,963
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
5,949
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
5,948
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
5,931
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
5,900
shares
|
$1.21 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
5,879
shares
|
$1.2 Million
0.58% of portfolio
|
Q2 2025
Added 2560.18%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
5,799
shares
|
$1.19 Million
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5,787
shares
|
$1.18 Million
0.95% of portfolio
|
Q1 2025
Added 43.49%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
5,784
shares
|
$1.18 Million
0.44% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
5,767
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,761
shares
|
$1.18 Million
0.66% of portfolio
|
Q1 2025
Added 40.03%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,745
shares
|
$1.18 Million
0.65% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,743
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,720
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,696
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2022
Added 101.91%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,688
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,655
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Added 51.81%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
5,650
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
5,643
shares
|
$1.15 Million
0.34% of portfolio
|
Q3 2025
Reduced 89.27%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,638
shares
|
$1.15 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
5,611
shares
|
$1.15 Million
0.27% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
5,595
shares
|
$1.14 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
5,581
shares
|
$1.14 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,576
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.39%
|