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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$69,095
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
317
shares
|
$65,187
0.01% of portfolio
|
Q1 2023
Reduced 6.49%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
316
shares
|
$64,982
0.04% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
315
shares
|
$64,776
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 02, 2025 Q2 2025 |
308
shares
|
$63,337
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
302
shares
|
$62,103
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
301
shares
|
$61,897
0.06% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
292
shares
|
$60,046
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
284
shares
|
$58,401
0.01% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
280
shares
|
$57,579
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
277
shares
|
$56,962
0.01% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
271
shares
|
$55,728
0.01% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
264
shares
|
$54,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
262
shares
|
$53,877
0.0% of portfolio
|
Q3 2021
Reduced 4.73%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
262
shares
|
$53,877
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
259
shares
|
$53,260
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
256
shares
|
$52,643
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
250
shares
|
$51,410
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$51,410
0.03% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
246
shares
|
$50,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
244
shares
|
$50,176
0.01% of portfolio
|
Q2 2025
Reduced 49.59%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
239
shares
|
$49,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
226
shares
|
$46,474
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
225
shares
|
$46,269
0.01% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
225
shares
|
$46,269
0.03% of portfolio
|
Q1 2024
Added 0.45%
|