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 |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
133
shares
|
$26,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
133
shares
|
$26,437
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
130
shares
|
$25,841
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
124
shares
|
$24,648
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
123
shares
|
$24,449
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
120
shares
|
$23,853
0.0% of portfolio
|
Q2 2025
Added 471.43%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
120
shares
|
$23,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
113
shares
|
$22,462
0.01% of portfolio
|
Q2 2025
Reduced 62.46%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
112
shares
|
$22,263
0.02% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
111
shares
|
$22,064
0.02% of portfolio
|
Q1 2025
Reduced 72.59%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
110
shares
|
$21,865
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
109
shares
|
$21,667
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$20,275
0.0% of portfolio
|
Q2 2022
Reduced 92.08%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
102
shares
|
$20,275
0.0% of portfolio
|
Q2 2025
Added 275.49%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$19,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
100
shares
|
$19,878
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
95
shares
|
$18,884
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
93
shares
|
$18,486
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
92
shares
|
$18,287
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
87
shares
|
$17,293
0.0% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
86
shares
|
$17,095
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
85
shares
|
$16,896
0.0% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
82
shares
|
$16,299
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
82
shares
|
$16,299
0.01% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
81
shares
|
$16,101
0.0% of portfolio
|
Q4 2023
New holding
|