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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
3,394
shares
|
$694,378
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
3,393
shares
|
$694,173
0.06% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$693,969
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,381
shares
|
$691,718
0.03% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,376
shares
|
$690,695
0.6% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
3,374
shares
|
$690,286
0.09% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,370
shares
|
$689,468
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,356
shares
|
$686,604
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,327
shares
|
$680,670
0.12% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
3,314
shares
|
$678,011
0.19% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
3,289
shares
|
$672,896
0.62% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,273
shares
|
$669,623
0.09% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,260
shares
|
$666,963
0.22% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,260
shares
|
$666,963
0.03% of portfolio
|
Q2 2021
Added 0.77%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
3,245
shares
|
$663,894
0.12% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,240
shares
|
$662,871
0.48% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
3,234
shares
|
$661,644
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,233
shares
|
$661,439
0.13% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
3,222
shares
|
$659,188
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
3,204
shares
|
$655,506
0.52% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,191
shares
|
$652,846
0.15% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
3,167
shares
|
$647,936
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
3,164
shares
|
$647,322
0.3% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
3,151
shares
|
$644,663
0.37% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
3,146
shares
|
$643,640
0.59% of portfolio
|
Q2 2025
Added 17.04%
|