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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
2,224
shares
|
$442,086
0.4% of portfolio
|
Q2 2025
Added 27.01%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
2,213
shares
|
$439,900
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
2,212
shares
|
$439,701
0.27% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,190
shares
|
$435,328
0.03% of portfolio
|
Q4 2024
Added 70.69%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
2,170
shares
|
$431,352
0.14% of portfolio
|
Q2 2025
Reduced 60.34%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
2,168
shares
|
$430,955
0.05% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,145
shares
|
$426,383
0.19% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
2,143
shares
|
$425,985
0.2% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,142
shares
|
$425,786
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
2,136
shares
|
$424,594
0.18% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
2,134
shares
|
$424,196
0.18% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,131
shares
|
$423,600
0.0% of portfolio
|
Q2 2025
Added 28.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,129
shares
|
$423,202
0.01% of portfolio
|
Q2 2025
Reduced 34.63%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,128
shares
|
$423,003
0.03% of portfolio
|
Q2 2025
Reduced 30.95%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,114
shares
|
$420,220
0.73% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,112
shares
|
$419,823
0.03% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,111
shares
|
$419,624
0.1% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,108
shares
|
$419,028
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
2,107
shares
|
$418,829
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,104
shares
|
$418,233
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,103
shares
|
$418,034
0.03% of portfolio
|
Q2 2025
Reduced 19.05%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
2,097
shares
|
$416,841
0.17% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,096
shares
|
$416,642
0.03% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
2,094
shares
|
$416,245
0.02% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,091
shares
|
$415,648
0.0% of portfolio
|
Q4 2024
Reduced 12.55%
|