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 |
|---|---|---|---|---|---|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
4,066
shares
|
$831,862
0.82% of portfolio
|
Q4 2021
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
4,057
shares
|
$830,021
0.12% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,043
shares
|
$827,157
0.04% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,037
shares
|
$825,929
0.46% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,014
shares
|
$821,224
0.1% of portfolio
|
Q2 2025
Added 69.37%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
4,000
shares
|
$818,360
0.05% of portfolio
|
Q2 2025
Added 306.09%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
3,998
shares
|
$817,950
0.45% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
3,995
shares
|
$817,337
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,983
shares
|
$814,881
0.0% of portfolio
|
Q2 2025
Added 268.8%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,974
shares
|
$813,040
0.1% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
3,964
shares
|
$810,994
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,950
shares
|
$808,130
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
3,933
shares
|
$804,652
0.28% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
3,928
shares
|
$803,629
0.12% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
3,888
shares
|
$795,445
0.11% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
3,883
shares
|
$794,422
0.01% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
3,873
shares
|
$792,377
0.12% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,871
shares
|
$791,967
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,867
shares
|
$791,149
0.13% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,853
shares
|
$788,285
0.03% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
3,845
shares
|
$786,648
0.4% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
3,801
shares
|
$777,646
0.26% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,791
shares
|
$775,600
0.02% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,788
shares
|
$774,986
0.03% of portfolio
|
Q2 2025
Added 26.1%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,755
shares
|
$768,235
0.04% of portfolio
|
Q4 2024
Added 32.45%
|