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 |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,568
shares
|
$311,687
0.44% of portfolio
|
Q2 2025
Added 32.66%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
1,567
shares
|
$311,488
0.14% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,561
shares
|
$310,295
0.01% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
1,560
shares
|
$310,096
0.08% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,560
shares
|
$310,096
0.08% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,554
shares
|
$308,904
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
|
$308,904
0.0% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,550
shares
|
$308,109
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,540
shares
|
$306,121
0.03% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,537
shares
|
$305,524
0.02% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
1,537
shares
|
$305,524
0.02% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,534
shares
|
$304,928
0.05% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,528
shares
|
$303,735
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
1,526
shares
|
$303,338
0.07% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,520
shares
|
$302,145
0.1% of portfolio
|
Q2 2022
Reduced 4.7%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
1,517
shares
|
$301,549
0.27% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
1,502
shares
|
$298,567
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,501
shares
|
$298,368
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$298,170
0.07% of portfolio
|
Q2 2020
Added 31.35%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
1,495
shares
|
$297,176
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,494
shares
|
$296,977
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,491
shares
|
$296,380
0.25% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
1,484
shares
|
$294,989
0.03% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,482
shares
|
$294,591
0.11% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,480
shares
|
$294,194
0.05% of portfolio
|
Q2 2025
Reduced 2.12%
|