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 1,709 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 $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
2,077
shares
|
$428,879
0.2% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
2,060
shares
|
$425,369
0.35% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
2,057
shares
|
$424,749
0.02% of portfolio
|
Q2 2025
Added 44.45%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
2,056
shares
|
$424,543
0.34% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
2,047
shares
|
$422,685
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
2,046
shares
|
$422,478
0.06% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
2,045
shares
|
$422,272
0.35% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,041
shares
|
$421,446
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
2,034
shares
|
$420,000
0.05% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,034
shares
|
$420,000
0.15% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,034
shares
|
$420,000
0.14% of portfolio
|
Q2 2024
Reduced 28.53%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,033
shares
|
$419,794
0.02% of portfolio
|
Q1 2025
Reduced 35.01%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,033
shares
|
$419,794
0.15% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
2,028
shares
|
$418,761
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
2,019
shares
|
$416,903
0.2% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
2,018
shares
|
$416,696
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
2,014
shares
|
$415,870
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,005
shares
|
$414,012
0.02% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$412,980
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,996
shares
|
$412,154
0.14% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,993
shares
|
$411,534
0.07% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,989
shares
|
$410,708
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
1,986
shares
|
$410,089
0.06% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,980
shares
|
$408,850
0.01% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,980
shares
|
$408,850
0.14% of portfolio
|
Q2 2025
Reduced 36.9%
|