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 |
|---|---|---|---|---|---|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,928
shares
|
$599,039
0.2% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
2,909
shares
|
$595,152
0.19% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,907
shares
|
$594,743
0.27% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$594,538
0.01% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,902
shares
|
$593,720
0.21% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,895
shares
|
$592,288
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,890
shares
|
$591,265
0.04% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
2,886
shares
|
$590,446
0.21% of portfolio
|
Q2 2025
Added 64.82%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
2,872
shares
|
$587,582
0.24% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
2,849
shares
|
$582,876
0.18% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
2,844
shares
|
$581,853
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Sep 03, 2025 Q2 2025 |
2,832
shares
|
$579,398
0.26% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,816
shares
|
$576,125
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,809
shares
|
$574,693
0.1% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
2,800
shares
|
$572,852
0.07% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,782
shares
|
$569,169
0.07% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,775
shares
|
$567,737
0.02% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
2,765
shares
|
$565,691
0.26% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,749
shares
|
$562,417
0.05% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,742
shares
|
$560,985
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,742
shares
|
$560,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
2,740
shares
|
$560,576
0.05% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
2,732
shares
|
$558,939
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
2,719
shares
|
$556,280
0.03% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,714
shares
|
$555,257
0.12% of portfolio
|
Q2 2025
Added 22.81%
|