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 1,708 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 $33.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,230
shares
|
$252,937
0.02% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,229
shares
|
$252,731
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
1,227
shares
|
$252,320
0.11% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,227
shares
|
$252,320
0.11% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
1,223
shares
|
$251,497
0.05% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
1,223
shares
|
$251,497
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
1,218
shares
|
$250,469
0.2% of portfolio
|
Q2 2025
Reduced 65.03%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,215
shares
|
$249,852
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,215
shares
|
$249,852
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,215
shares
|
$249,852
0.05% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,215
shares
|
$249,852
0.02% of portfolio
|
Q1 2025
Reduced 70.78%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
1,210
shares
|
$248,824
0.14% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
1,210
shares
|
$248,824
0.02% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,206
shares
|
$248,001
0.03% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,202
shares
|
$247,179
0.0% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
1,201
shares
|
$246,973
0.13% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$246,767
0.01% of portfolio
|
Q2 2025
Reduced 36.88%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$246,767
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
1,199
shares
|
$246,562
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
1,199
shares
|
$246,562
0.08% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,198
shares
|
$246,356
0.02% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,196
shares
|
$245,945
0.03% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
1,192
shares
|
$245,122
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,191
shares
|
$244,917
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,189
shares
|
$244,505
0.03% of portfolio
|
Q4 2023
New holding
|