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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,980
shares
|
$405,088
0.01% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,980
shares
|
$405,088
0.14% of portfolio
|
Q2 2025
Reduced 36.9%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,978
shares
|
$404,679
0.05% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
1,977
shares
|
$404,474
0.01% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
1,970
shares
|
$403,042
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,969
shares
|
$402,837
0.01% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
1,965
shares
|
$402,019
0.26% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
1,964
shares
|
$401,814
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,961
shares
|
$401,200
0.07% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
1,959
shares
|
$400,791
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
1,958
shares
|
$400,587
0.17% of portfolio
|
Q1 2025
Reduced 47.55%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,948
shares
|
$398,541
0.04% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,943
shares
|
$397,518
0.12% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,940
shares
|
$396,904
0.25% of portfolio
|
Q2 2023
Reduced 4.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,938
shares
|
$396,495
0.01% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,936
shares
|
$396,086
0.01% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,935
shares
|
$395,881
0.28% of portfolio
|
Q2 2022
Reduced 14.57%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,934
shares
|
$395,677
0.0% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
1,920
shares
|
$392,812
0.07% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
1,917
shares
|
$392,199
0.07% of portfolio
|
Q1 2023
Reduced 60.59%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
1,893
shares
|
$387,288
0.15% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,891
shares
|
$386,879
0.13% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,891
shares
|
$386,879
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
1,889
shares
|
$386,470
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,887
shares
|
$386,061
0.27% of portfolio
|
Q2 2025
Reduced 0.53%
|