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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$172,943
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$172,120
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
804
shares
|
$165,334
0.01% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
795
shares
|
$163,483
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
785
shares
|
$161,427
0.04% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
781
shares
|
$160,604
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
769
shares
|
$158,137
0.05% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$155,669
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
756
shares
|
$155,463
0.03% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
738
shares
|
$151,762
0.04% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
738
shares
|
$151,762
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
730
shares
|
$150,117
0.07% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
729
shares
|
$149,911
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
727
shares
|
$149,500
0.06% of portfolio
|
Q2 2025
Added 97.02%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
715
shares
|
$147,032
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
707
shares
|
$145,387
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
704
shares
|
$144,770
0.05% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
685
shares
|
$140,863
0.02% of portfolio
|
Q2 2025
Added 29.25%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
676
shares
|
$139,012
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Aug 13, 2025 Q2 2025 |
675
shares
|
$138,807
0.11% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
674
shares
|
$138,601
0.05% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
672
shares
|
$138,190
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
657
shares
|
$135,105
0.02% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
638
shares
|
$131,198
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$130,992
0.02% of portfolio
|
Q3 2022
Added 11.75%
|