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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
80
shares
|
$15,902
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$14,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
75
shares
|
$14,908
0.0% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
74
shares
|
$14,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
73
shares
|
$14,510
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
71
shares
|
$14,113
0.0% of portfolio
|
Q1 2021
Reduced 31.07%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$13,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
68
shares
|
$13,517
0.01% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
65
shares
|
$12,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
64
shares
|
$12,721
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
61
shares
|
$12,125
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
58
shares
|
$11,529
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
57
shares
|
$11,330
0.0% of portfolio
|
Q2 2025
Reduced 57.78%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
52
shares
|
$10,336
0.0% of portfolio
|
Q2 2025
Reduced 88.55%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
51
shares
|
$10,137
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$9,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
41
shares
|
$8,149
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
40
shares
|
$7,951
0.01% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$7,354
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
37
shares
|
$7,354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
35
shares
|
$6,957
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
24
shares
|
$4,770
0.0% of portfolio
|
Q4 2023
Reduced 86.21%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
22
shares
|
$4,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21
shares
|
$4,174
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$3,975
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|