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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,578
shares
|
$325,841
0.12% of portfolio
|
Q1 2023
Reduced 4.25%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
1,573
shares
|
$324,808
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,568
shares
|
$323,776
0.44% of portfolio
|
Q2 2025
Added 32.66%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
1,567
shares
|
$323,569
0.14% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,561
shares
|
$322,330
0.01% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
1,560
shares
|
$322,124
0.08% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,560
shares
|
$322,124
0.08% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,554
shares
|
$320,885
0.1% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,554
shares
|
$320,885
0.0% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,550
shares
|
$320,059
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
1,549
shares
|
$319,853
0.05% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,540
shares
|
$317,994
0.03% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,537
shares
|
$317,375
0.02% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
1,537
shares
|
$317,375
0.02% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,534
shares
|
$316,755
0.05% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,528
shares
|
$315,516
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
1,526
shares
|
$315,103
0.07% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,520
shares
|
$313,864
0.1% of portfolio
|
Q2 2022
Reduced 4.7%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
1,517
shares
|
$313,245
0.27% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
1,502
shares
|
$310,147
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,501
shares
|
$309,941
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$309,735
0.07% of portfolio
|
Q2 2020
Added 31.35%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,495
shares
|
$308,702
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,494
shares
|
$308,496
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,491
shares
|
$307,876
0.25% of portfolio
|
Q2 2025
Reduced 6.4%
|