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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,780
shares
|
$353,828
0.11% of portfolio
|
Q4 2024
Reduced 56.06%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,775
shares
|
$352,834
0.05% of portfolio
|
Q2 2025
Added 1343.09%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,774
shares
|
$352,635
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,772
shares
|
$352,238
0.02% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
1,770
shares
|
$351,840
0.05% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
1,764
shares
|
$350,647
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
1,759
shares
|
$349,654
0.24% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
1,752
shares
|
$348,262
0.11% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,752
shares
|
$348,262
0.03% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,750
shares
|
$347,865
0.09% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
1,750
shares
|
$347,865
0.17% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,744
shares
|
$346,672
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
1,743
shares
|
$346,473
0.06% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,740
shares
|
$345,877
0.04% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,730
shares
|
$343,889
0.03% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,728
shares
|
$343,491
0.0% of portfolio
|
Q2 2025
Reduced 99.47%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,728
shares
|
$343,491
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,720
shares
|
$341,901
0.12% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
1,719
shares
|
$341,702
0.03% of portfolio
|
Q1 2024
Reduced 82.36%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,719
shares
|
$341,702
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,713
shares
|
$340,510
0.26% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
1,710
shares
|
$339,913
0.09% of portfolio
|
Q4 2023
Reduced 17.23%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,702
shares
|
$338,323
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,701
shares
|
$338,124
0.24% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,700
shares
|
$337,926
0.03% of portfolio
|
Q4 2020
New holding
|