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 |
|---|---|---|---|---|---|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$677,044
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
3,394
shares
|
$674,659
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
3,393
shares
|
$674,460
0.06% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$674,261
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,381
shares
|
$672,075
0.03% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,376
shares
|
$671,081
0.6% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,370
shares
|
$669,888
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,364
shares
|
$668,695
0.09% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,356
shares
|
$667,105
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
3,342
shares
|
$664,322
0.13% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,327
shares
|
$661,341
0.12% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
3,314
shares
|
$658,756
0.19% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
3,303
shares
|
$656,570
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
3,289
shares
|
$653,787
0.62% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,273
shares
|
$650,606
0.09% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,260
shares
|
$648,022
0.22% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,260
shares
|
$648,022
0.03% of portfolio
|
Q2 2021
Added 0.77%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
3,245
shares
|
$645,041
0.12% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,240
shares
|
$644,047
0.48% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,233
shares
|
$642,655
0.13% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
3,230
shares
|
$642,059
0.16% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
3,222
shares
|
$640,469
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
3,204
shares
|
$636,891
0.52% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,191
shares
|
$634,306
0.15% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,169
shares
|
$629,933
0.02% of portfolio
|
Q2 2025
Reduced 5.74%
|