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 |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
5,569
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,568
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,551
shares
|
$1.14 Million
0.32% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
5,544
shares
|
$1.13 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
5,529
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,526
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
5,517
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,512
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,479
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2022
Added 94.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,434
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.86%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
5,402
shares
|
$1.11 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,396
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.8%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
5,383
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
5,378
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
5,364
shares
|
$1.1 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
5,363
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
5,362
shares
|
$1.1 Million
0.39% of portfolio
|
Q2 2025
Added 20.98%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,349
shares
|
$1.09 Million
0.33% of portfolio
|
Q2 2025
Added 31.65%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
5,345
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,315
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
5,296
shares
|
$1.08 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
5,296
shares
|
$1.08 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,295
shares
|
$1.08 Million
0.7% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,274
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,272
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.83%
|