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 |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
1,877
shares
|
$387,581
0.1% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,876
shares
|
$387,375
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
1,867
shares
|
$385,516
0.17% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,865
shares
|
$385,103
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
1,864
shares
|
$384,897
0.17% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
1,860
shares
|
$384,071
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,858
shares
|
$383,658
0.02% of portfolio
|
Q3 2025
Added 227.11%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,857
shares
|
$383,451
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,857
shares
|
$383,451
0.0% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,855
shares
|
$383,038
0.0% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,851
shares
|
$382,212
0.14% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
1,848
shares
|
$381,593
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
1,844
shares
|
$380,767
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,831
shares
|
$378,083
0.26% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
1,831
shares
|
$378,083
0.14% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
1,828
shares
|
$377,463
0.11% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,809
shares
|
$373,540
0.11% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
1,806
shares
|
$372,920
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,798
shares
|
$371,269
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
1,796
shares
|
$370,856
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
1,796
shares
|
$370,856
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
1,793
shares
|
$370,236
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,792
shares
|
$370,030
0.12% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,780
shares
|
$367,552
0.11% of portfolio
|
Q4 2024
Reduced 56.06%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,775
shares
|
$366,519
0.05% of portfolio
|
Q2 2025
Added 1343.09%
|