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 |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,229
shares
|
$244,300
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
1,227
shares
|
$243,903
0.11% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,227
shares
|
$243,903
0.11% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
1,226
shares
|
$243,704
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
1,223
shares
|
$243,107
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
|
$243,107
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
1,218
shares
|
$242,114
0.2% of portfolio
|
Q2 2025
Reduced 65.03%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,215
shares
|
$241,517
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,215
shares
|
$241,517
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,215
shares
|
$241,517
0.05% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,215
shares
|
$241,517
0.02% of portfolio
|
Q1 2025
Reduced 70.78%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
1,210
shares
|
$240,523
0.14% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
1,210
shares
|
$240,523
0.02% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,206
shares
|
$239,728
0.03% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,202
shares
|
$238,933
0.0% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$238,536
0.01% of portfolio
|
Q2 2025
Reduced 36.88%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$238,536
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
1,199
shares
|
$238,337
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
1,199
shares
|
$238,337
0.08% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,198
shares
|
$238,138
0.02% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,196
shares
|
$237,740
0.03% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
1,192
shares
|
$236,945
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,191
shares
|
$236,746
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,189
shares
|
$236,349
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
1,187
shares
|
$235,951
0.2% of portfolio
|
Q3 2024
Reduced 8.34%
|