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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
607
shares
|
$120,659
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$120,063
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
604
shares
|
$120,063
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
596
shares
|
$118,472
0.07% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
576
shares
|
$114,497
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
569
shares
|
$113,105
0.02% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
568
shares
|
$112,907
0.0% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
560
shares
|
$111,316
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
547
shares
|
$108,732
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
542
shares
|
$107,738
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
530
shares
|
$105,353
0.01% of portfolio
|
Q2 2025
Reduced 52.97%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
524
shares
|
$104,160
0.04% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
515
shares
|
$102,371
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
512
shares
|
$101,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
494
shares
|
$98,197
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
494
shares
|
$98,197
0.02% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
483
shares
|
$96,010
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
458
shares
|
$91,041
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
450
shares
|
$89,451
0.04% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
450
shares
|
$89,451
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
438
shares
|
$87,065
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
438
shares
|
$87,065
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
436
shares
|
$86,668
0.02% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
427
shares
|
$84,879
0.02% of portfolio
|
Q2 2025
Added 56.41%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
417
shares
|
$82,891
0.01% of portfolio
|
Q1 2025
Reduced 15.24%
|