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 |
|---|---|---|---|---|---|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
1,324
shares
|
$273,392
0.3% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
1,321
shares
|
$272,773
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
1,320
shares
|
$272,566
0.12% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,318
shares
|
$272,153
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
1,318
shares
|
$272,153
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,303
shares
|
$269,056
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,302
shares
|
$268,849
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$268,437
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,299
shares
|
$268,230
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
1,297
shares
|
$267,817
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
1,290
shares
|
$266,372
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
1,288
shares
|
$265,959
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,284
shares
|
$265,133
0.11% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$264,926
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
1,275
shares
|
$263,274
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
1,274
shares
|
$263,068
0.1% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,274
shares
|
$263,068
0.1% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
1,269
shares
|
$262,035
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
1,267
shares
|
$261,622
0.1% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,266
shares
|
$261,416
0.18% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
1,244
shares
|
$256,873
0.1% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,241
shares
|
$256,254
0.04% of portfolio
|
Q2 2025
Added 81.96%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,240
shares
|
$256,047
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
1,237
shares
|
$255,428
0.03% of portfolio
|
Q2 2025
Reduced 55.36%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,234
shares
|
$254,808
0.12% of portfolio
|
Q2 2025
Reduced 17.9%
|