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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
4,057
shares
|
$806,450
0.12% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,043
shares
|
$803,667
0.04% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,037
shares
|
$802,474
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
|
$797,902
0.1% of portfolio
|
Q2 2025
Added 69.37%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
4,000
shares
|
$795,120
0.05% of portfolio
|
Q2 2025
Added 306.09%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
3,992
shares
|
$793,529
0.27% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,983
shares
|
$791,740
0.0% of portfolio
|
Q2 2025
Added 268.8%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,981
shares
|
$791,343
0.46% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,974
shares
|
$789,951
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
|
$787,963
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,950
shares
|
$785,181
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
3,933
shares
|
$781,801
0.28% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
3,928
shares
|
$780,807
0.12% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,904
shares
|
$776,037
0.11% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
3,883
shares
|
$771,862
0.01% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
3,873
shares
|
$769,874
0.12% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,871
shares
|
$769,477
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,867
shares
|
$768,682
0.13% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,853
shares
|
$765,899
0.03% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
3,845
shares
|
$764,309
0.4% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3,820
shares
|
$759,339
0.76% of portfolio
|
Q1 2025
Reduced 51.39%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,797
shares
|
$754,767
0.02% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,791
shares
|
$753,574
0.02% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,788
shares
|
$752,978
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
|
$746,418
0.04% of portfolio
|
Q4 2024
Added 32.45%
|