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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
81
shares
|
$16,404
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
80
shares
|
$16,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$15,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
75
shares
|
$15,189
0.0% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
74
shares
|
$14,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
73
shares
|
$14,783
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
71
shares
|
$14,378
0.0% of portfolio
|
Q1 2021
Reduced 31.07%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$14,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
68
shares
|
$13,771
0.01% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
65
shares
|
$13,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
64
shares
|
$12,961
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
63
shares
|
$12,758
0.0% of portfolio
|
Q3 2025
Reduced 62.94%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
61
shares
|
$12,353
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
58
shares
|
$11,746
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
57
shares
|
$11,543
0.0% of portfolio
|
Q2 2025
Reduced 57.78%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
52
shares
|
$10,531
0.0% of portfolio
|
Q2 2025
Reduced 88.55%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
51
shares
|
$10,328
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$10,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
41
shares
|
$8,303
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
40
shares
|
$8,100
0.01% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$7,493
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
37
shares
|
$7,493
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
35
shares
|
$7,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
27
shares
|
$5,468
0.0% of portfolio
|
Q3 2025
Reduced 98.96%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
24
shares
|
$4,860
0.0% of portfolio
|
Q4 2023
Reduced 86.21%
|