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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
408
shares
|
$81,102
0.01% of portfolio
|
Q4 2024
Added 90.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$80,505
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
404
shares
|
$80,307
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$79,512
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
400
shares
|
$79,512
0.0% of portfolio
|
Q2 2025
Reduced 99.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$79,512
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
399
shares
|
$79,313
0.03% of portfolio
|
Q1 2025
Reduced 42.84%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
395
shares
|
$78,518
0.04% of portfolio
|
Q1 2025
Reduced 34.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
387
shares
|
$76,927
0.08% of portfolio
|
Q1 2025
Added 75.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
379
shares
|
$75,337
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
376
shares
|
$74,741
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
375
shares
|
$74,542
0.04% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
375
shares
|
$74,542
0.0% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
367
shares
|
$72,952
0.0% of portfolio
|
Q2 2025
Added 326.74%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
364
shares
|
$72,355
0.01% of portfolio
|
Q2 2025
Reduced 28.35%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
361
shares
|
$71,759
0.0% of portfolio
|
Q1 2025
Reduced 65.49%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
360
shares
|
$71,560
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
359
shares
|
$71,362
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
355
shares
|
$70,566
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
352
shares
|
$69,970
0.06% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
347
shares
|
$68,976
0.02% of portfolio
|
Q2 2025
Reduced 30.18%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
345
shares
|
$68,579
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
342
shares
|
$67,982
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
339
shares
|
$67,386
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$66,790
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|