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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,694
shares
|
$349,794
0.16% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,693
shares
|
$349,587
0.05% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,691
shares
|
$349,174
0.11% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,690
shares
|
$348,968
0.11% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1,680
shares
|
$346,903
0.23% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$344,218
0.01% of portfolio
|
Q4 2021
Added 24.59%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
1,662
shares
|
$343,186
0.06% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,652
shares
|
$341,121
0.05% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,651
shares
|
$340,914
0.04% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
1,650
shares
|
$340,708
0.17% of portfolio
|
Q4 2020
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
1,648
shares
|
$340,295
0.3% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
1,648
shares
|
$340,295
0.16% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,647
shares
|
$340,089
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
1,641
shares
|
$338,850
0.06% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,641
shares
|
$338,850
0.01% of portfolio
|
Q2 2025
Reduced 43.82%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
1,639
shares
|
$338,437
0.1% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
1,638
shares
|
$338,230
0.24% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
1,629
shares
|
$336,372
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,618
shares
|
$334,100
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,615
shares
|
$333,481
0.18% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
1,600
shares
|
$330,384
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
1,599
shares
|
$330,177
0.01% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
1,596
shares
|
$329,558
0.02% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
1,595
shares
|
$329,351
0.15% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,580
shares
|
$326,254
0.0% of portfolio
|
Q2 2025
New holding
|