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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,477
shares
|
$293,598
0.26% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
1,475
shares
|
$293,200
0.04% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,470
shares
|
$292,206
0.07% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
1,470
shares
|
$292,206
0.14% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
1,466
shares
|
$291,411
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
1,464
shares
|
$291,013
0.07% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,460
shares
|
$290,218
0.04% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
1,453
shares
|
$288,827
0.09% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
1,445
shares
|
$287,237
0.16% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,434
shares
|
$285,050
0.04% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,431
shares
|
$284,454
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
1,428
shares
|
$283,857
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
1,426
shares
|
$283,460
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,423
shares
|
$282,863
0.09% of portfolio
|
Q2 2025
Reduced 37.51%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
1,420
shares
|
$282,267
0.13% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,415
shares
|
$281,273
0.03% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,414
shares
|
$281,074
0.1% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,408
shares
|
$279,882
0.12% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,403
shares
|
$278,888
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
1,400
shares
|
$278,292
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
1,400
shares
|
$278,292
0.06% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,392
shares
|
$276,701
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,389
shares
|
$276,105
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,388
shares
|
$275,906
0.04% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,387
shares
|
$275,707
0.04% of portfolio
|
Q2 2025
Reduced 4.08%
|