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 |
|---|---|---|---|---|---|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
4,948
shares
|
$1.01 Million
0.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
4,924
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,917
shares
|
$1.01 Million
0.71% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
4,868
shares
|
$995,944
0.63% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,810
shares
|
$984,077
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$983,873
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,798
shares
|
$981,622
0.06% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,772
shares
|
$976,303
0.0% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
4,768
shares
|
$975,485
0.0% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
4,764
shares
|
$974,666
0.13% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
4,753
shares
|
$972,416
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
4,731
shares
|
$967,915
0.76% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
4,728
shares
|
$967,301
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,705
shares
|
$962,595
0.04% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
4,704
shares
|
$962,391
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
4,701
shares
|
$961,777
0.15% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
4,686
shares
|
$958,708
0.38% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,669
shares
|
$955,230
0.41% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
4,657
shares
|
$952,775
0.27% of portfolio
|
Q2 2025
Added 113.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
4,647
shares
|
$950,729
0.25% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
4,631
shares
|
$947,456
0.18% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
4,622
shares
|
$945,614
0.06% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
4,619
shares
|
$945,001
0.59% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,593
shares
|
$939,681
0.68% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,590
shares
|
$939,068
0.03% of portfolio
|
Q2 2025
Reduced 49.4%
|