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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
3,136
shares
|
$641,594
0.01% of portfolio
|
Q2 2025
Added 172.7%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,134
shares
|
$641,185
0.06% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
3,114
shares
|
$637,093
0.0% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
3,114
shares
|
$637,093
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,103
shares
|
$634,842
0.05% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,092
shares
|
$632,592
0.0% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
3,090
shares
|
$632,183
0.51% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,076
shares
|
$629,318
0.02% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,073
shares
|
$628,705
0.08% of portfolio
|
Q2 2025
Added 168.62%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,061
shares
|
$626,249
0.09% of portfolio
|
Q4 2022
Reduced 14.16%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,061
shares
|
$626,249
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
3,057
shares
|
$625,431
0.25% of portfolio
|
Q3 2025
Added 36.66%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
3,054
shares
|
$624,817
0.12% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
3,021
shares
|
$618,066
0.09% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
3,020
shares
|
$617,861
0.34% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
3,005
shares
|
$614,792
0.07% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,998
shares
|
$613,360
0.05% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,985
shares
|
$610,701
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
2,985
shares
|
$610,701
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,981
shares
|
$609,882
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,973
shares
|
$608,246
0.05% of portfolio
|
Q4 2022
Reduced 13.93%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,969
shares
|
$607,427
0.33% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,967
shares
|
$607,018
0.08% of portfolio
|
Q1 2025
Reduced 91.39%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,964
shares
|
$606,404
0.28% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
2,955
shares
|
$604,563
0.62% of portfolio
|
Q2 2025
Added 5.05%
|