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 |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,304
shares
|
$880,555
0.2% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
4,298
shares
|
$879,327
0.02% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
4,274
shares
|
$874,417
0.13% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
4,263
shares
|
$872,167
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,257
shares
|
$870,939
0.11% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,255
shares
|
$870,530
0.06% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,251
shares
|
$869,712
0.07% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,239
shares
|
$867,257
0.02% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
4,218
shares
|
$862,960
0.42% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,213
shares
|
$861,937
0.03% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
4,211
shares
|
$861,528
0.23% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
4,186
shares
|
$856,413
0.35% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
4,169
shares
|
$852,935
0.11% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
4,165
shares
|
$852,117
0.01% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
4,163
shares
|
$851,708
0.02% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,162
shares
|
$851,503
0.11% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
4,150
shares
|
$849,048
0.06% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,150
shares
|
$849,048
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
4,126
shares
|
$844,138
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,114
shares
|
$841,683
0.53% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
4,104
shares
|
$839,637
0.19% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
4,100
shares
|
$838,819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
4,090
shares
|
$836,773
0.03% of portfolio
|
Q2 2025
Added 170.68%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
4,083
shares
|
$835,340
0.0% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
4,076
shares
|
$833,908
0.46% of portfolio
|
Q2 2025
Added 151.6%
|