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 |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
1,116
shares
|
$221,838
0.04% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
1,116
shares
|
$221,838
0.05% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
1,114
shares
|
$221,440
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
1,113
shares
|
$221,242
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,112
shares
|
$221,043
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
1,110
shares
|
$220,645
0.03% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
1,104
shares
|
$219,453
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
1,102
shares
|
$219,055
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
1,102
shares
|
$219,055
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,101
shares
|
$218,856
0.05% of portfolio
|
Q2 2025
Reduced 31.27%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
1,096
shares
|
$217,862
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,093
shares
|
$217,266
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,093
shares
|
$217,266
0.54% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,091
shares
|
$216,868
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
1,091
shares
|
$216,868
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,084
shares
|
$215,477
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,075
shares
|
$213,688
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
1,072
shares
|
$213,092
0.05% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
1,068
shares
|
$212,297
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
1,068
shares
|
$212,297
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
1,067
shares
|
$212,098
0.15% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jul 31, 2025 Q2 2025 |
1,059
shares
|
$210,508
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,056
shares
|
$209,911
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
1,055
shares
|
$209,712
0.11% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,054
shares
|
$209,514
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|