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 |
|---|---|---|---|---|---|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
5,296
shares
|
$1.05 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,295
shares
|
$1.05 Million
0.7% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,274
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,272
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,209
shares
|
$1.04 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
5,209
shares
|
$1.04 Million
0.72% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
5,197
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
5,191
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,171
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
5,159
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
5,152
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,135
shares
|
$1.02 Million
1.18% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
5,114
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Added 24.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,106
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 72.62%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
5,074
shares
|
$1.01 Million
0.25% of portfolio
|
Q2 2025
Added 397.94%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,071
shares
|
$1.01 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
5,062
shares
|
$1.01 Million
0.27% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
5,052
shares
|
$1 Million
0.58% of portfolio
|
Q2 2025
Reduced 52.17%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
5,037
shares
|
$1 Million
0.33% of portfolio
|
Q2 2025
Added 375.19%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,035
shares
|
$1 Million
0.27% of portfolio
|
Q2 2025
Reduced 30.31%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,019
shares
|
$997,676
0.17% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
5,002
shares
|
$994,297
0.04% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$993,900
0.24% of portfolio
|
Q1 2023
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
4,993
shares
|
$992,508
0.62% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
4,992
shares
|
$992,309
0.7% of portfolio
|
Q2 2025
Reduced 2.34%
|