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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
20,983,503
shares
|
$4.17 Billion
1.26% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17,776,163
shares
|
$3.53 Billion
0.27% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
14,135,647
shares
|
$2.81 Billion
0.19% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,324,917
shares
|
$1.65 Billion
0.12% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,911,905
shares
|
$1.57 Billion
0.55% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,300,593
shares
|
$1.25 Billion
0.26% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,567,406
shares
|
$709 Million
0.13% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,031,014
shares
|
$603 Million
0.15% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,928,155
shares
|
$582 Million
0.57% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,362,479
shares
|
$470 Million
0.3% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,352,694
shares
|
$468 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,112,895
shares
|
$420 Million
0.74% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,867,100
shares
|
$371 Million
1.29% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,715,649
shares
|
$341 Million
1.37% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,655,804
shares
|
$329 Million
2.98% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,647,217
shares
|
$327 Million
0.11% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,638,052
shares
|
$326 Million
1.23% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,396,052
shares
|
$278 Million
0.79% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,256,404
shares
|
$250 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,217,580
shares
|
$242 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,215,465
shares
|
$242 Million
0.09% of portfolio
|
Q2 2025
Added 19441.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,113,524
shares
|
$221 Million
0.32% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,112,628
shares
|
$221 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,006,406
shares
|
$200 Million
0.51% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
985,720
shares
|
$196 Million
1.44% of portfolio
|
Q1 2025
Reduced 3.6%
|