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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,373
shares
|
$471,704
0.03% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
2,370
shares
|
$471,108
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
2,363
shares
|
$469,717
0.08% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,362
shares
|
$469,518
0.21% of portfolio
|
Q4 2024
Reduced 31.56%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,360
shares
|
$469,120
0.34% of portfolio
|
Q1 2025
Added 34.47%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
2,349
shares
|
$466,934
0.04% of portfolio
|
Q2 2023
Reduced 10.21%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
2,342
shares
|
$465,542
0.04% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,335
shares
|
$464,151
0.28% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
2,320
shares
|
$461,169
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
2,319
shares
|
$460,970
0.15% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
2,306
shares
|
$458,386
0.11% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
2,294
shares
|
$456,001
0.37% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
2,283
shares
|
$453,814
0.02% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,280
shares
|
$453,218
0.05% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
2,273
shares
|
$451,826
0.02% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,264
shares
|
$450,037
0.17% of portfolio
|
Q2 2025
Added 39.32%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,263
shares
|
$449,839
0.04% of portfolio
|
Q2 2025
Added 44.23%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
2,261
shares
|
$449,441
0.33% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
2,255
shares
|
$448,248
0.23% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
2,253
shares
|
$447,851
1.36% of portfolio
|
Q1 2025
Added 276.13%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,237
shares
|
$444,670
0.2% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,233
shares
|
$443,875
0.16% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
2,227
shares
|
$442,683
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
2,225
shares
|
$442,285
0.0% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
2,225
shares
|
$442,285
0.08% of portfolio
|
Q2 2025
Added 0.41%
|