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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
214
shares
|
$42,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
212
shares
|
$42,141
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
206
shares
|
$40,948
0.0% of portfolio
|
Q2 2025
Reduced 38.14%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
205
shares
|
$40,749
0.02% of portfolio
|
Q1 2025
Added 236.07%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$39,756
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$39,756
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$39,756
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
200
shares
|
$39,756
0.01% of portfolio
|
Q4 2020
Reduced 78.05%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
200
shares
|
$39,756
0.01% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
200
shares
|
$39,756
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
193
shares
|
$38,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
186
shares
|
$36,973
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
185
shares
|
$36,774
0.01% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
184
shares
|
$36,575
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
182
shares
|
$36,177
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
176
shares
|
$34,985
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
175
shares
|
$34,786
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
174
shares
|
$34,587
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
170
shares
|
$33,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
156
shares
|
$31,009
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
156
shares
|
$31,009
0.01% of portfolio
|
Q2 2023
Reduced 41.13%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
155
shares
|
$30,810
0.0% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
153
shares
|
$30,413
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
150
shares
|
$29,817
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
144
shares
|
$28,624
0.02% of portfolio
|
Q1 2025
Added 0.7%
|