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 |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
61,403
shares
|
$12.5 Million
3.2% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
61,114
shares
|
$12.5 Million
5.51% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
60,680
shares
|
$12.4 Million
7.93% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
60,607
shares
|
$12.4 Million
1.25% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
59,527
shares
|
$12.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
59,382
shares
|
$12.1 Million
0.46% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
59,354
shares
|
$12.1 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
58,843
shares
|
$12 Million
2.22% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
58,750
shares
|
$12 Million
1.08% of portfolio
|
Q3 2023
Added 4.81%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
58,714
shares
|
$12 Million
3.43% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
58,585
shares
|
$11.9 Million
3.46% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
58,111
shares
|
$11.9 Million
0.6% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
57,392
shares
|
$11.7 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
57,267
shares
|
$11.7 Million
0.35% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
56,938
shares
|
$11.6 Million
0.23% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
56,922
shares
|
$11.6 Million
2.76% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
56,553
shares
|
$11.5 Million
0.86% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
56,259
shares
|
$11.5 Million
3.34% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
56,215
shares
|
$11.5 Million
9.35% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
55,339
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 74.79%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
55,159
shares
|
$11.2 Million
7.43% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
55,158
shares
|
$11.2 Million
0.21% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
54,677
shares
|
$11.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
54,436
shares
|
$11.1 Million
0.82% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
54,195
shares
|
$11.1 Million
0.78% of portfolio
|
Q2 2025
Reduced 12.68%
|