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 1,711 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 $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,738
shares
|
$764,757
0.09% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
3,722
shares
|
$761,483
0.02% of portfolio
|
Q2 2025
Added 125.17%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,720
shares
|
$761,074
0.08% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,692
shares
|
$755,346
0.14% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,674
shares
|
$751,663
0.11% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
3,662
shares
|
$749,208
0.03% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,649
shares
|
$746,548
0.02% of portfolio
|
Q4 2023
Reduced 29.37%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
3,647
shares
|
$746,139
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
3,646
shares
|
$745,935
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
3,646
shares
|
$745,935
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
3,639
shares
|
$744,503
0.41% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,627
shares
|
$742,047
0.1% of portfolio
|
Q1 2023
Added 16.74%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
3,580
shares
|
$732,432
0.02% of portfolio
|
Q2 2025
Added 37.53%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
3,566
shares
|
$729,567
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
3,565
shares
|
$729,363
0.07% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
3,565
shares
|
$729,363
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,554
shares
|
$727,112
0.01% of portfolio
|
Q3 2025
Added 45.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,525
shares
|
$721,179
0.05% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,454
shares
|
$706,653
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
3,453
shares
|
$706,449
0.25% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
3,453
shares
|
$706,449
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
3,435
shares
|
$702,766
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
3,418
shares
|
$699,288
0.12% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,414
shares
|
$698,470
0.07% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$696,833
0.28% of portfolio
|
Q4 2023
New holding
|