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 1,707 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 $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
70,623
shares
|
$14.4 Million
1.9% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
70,068
shares
|
$14.3 Million
1.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
70,046
shares
|
$14.3 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
69,798
shares
|
$14.2 Million
5.37% of portfolio
|
Q2 2025
Added 20.42%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
68,754
shares
|
$14 Million
3.64% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
67,711
shares
|
$13.8 Million
1.85% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
66,837
shares
|
$13.6 Million
6.2% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
66,099
shares
|
$13.5 Million
2.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
65,606
shares
|
$13.4 Million
0.23% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
65,578
shares
|
$13.4 Million
4.59% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
65,309
shares
|
$13.3 Million
1.76% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
64,926
shares
|
$13.2 Million
9.98% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
64,695
shares
|
$13.2 Million
0.53% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
64,062
shares
|
$13.1 Million
3.39% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
63,912
shares
|
$13 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
63,621
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Added 66.2%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
63,429
shares
|
$12.9 Million
4.84% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
63,358
shares
|
$12.9 Million
1.56% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
62,750
shares
|
$12.8 Million
9.77% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
62,742
shares
|
$12.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
62,570
shares
|
$12.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
62,390
shares
|
$12.7 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
62,293
shares
|
$12.7 Million
0.25% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,731
shares
|
$12.6 Million
0.79% of portfolio
|
Q3 2023
Reduced 9.26%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
61,662
shares
|
$12.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.34%
|