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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,052
shares
|
$209,116
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
1,050
shares
|
$208,719
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,047
shares
|
$208,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
1,046
shares
|
$207,923
0.03% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
1,045
shares
|
$207,725
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
1,044
shares
|
$207,526
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
1,035
shares
|
$205,737
0.18% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,034
shares
|
$205,538
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
1,026
shares
|
$203,948
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,017
shares
|
$202,159
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,012
shares
|
$201,165
0.08% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
998
shares
|
$198,382
0.08% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
996
shares
|
$197,984
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
966
shares
|
$192,021
0.03% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
963
shares
|
$191,425
0.01% of portfolio
|
Q2 2025
Reduced 50.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
951
shares
|
$189,039
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
949
shares
|
$188,642
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
929
shares
|
$184,666
0.1% of portfolio
|
Q2 2025
Added 98.08%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
913
shares
|
$181,486
0.05% of portfolio
|
Q3 2024
Added 332.7%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
906
shares
|
$180,094
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
856
shares
|
$170,155
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
852
shares
|
$169,360
0.05% of portfolio
|
Q2 2022
Reduced 31.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$167,173
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$166,378
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
804
shares
|
$159,819
0.01% of portfolio
|
Q4 2024
Added 11.2%
|