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 1,704 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
61,644
shares
|
$12.2 Million
2.49% of portfolio
|
Q1 2025
Added 46.27%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
60,680
shares
|
$12 Million
7.93% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
60,607
shares
|
$12 Million
1.25% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
60,250
shares
|
$11.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
59,696
shares
|
$11.8 Million
4.32% of portfolio
|
Q1 2025
Added 39.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
59,382
shares
|
$11.7 Million
0.46% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
58,750
shares
|
$11.6 Million
1.08% of portfolio
|
Q3 2023
Added 4.81%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
58,714
shares
|
$11.6 Million
3.43% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
58,585
shares
|
$11.6 Million
3.46% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
58,106
shares
|
$11.5 Million
0.26% of portfolio
|
Q1 2025
Added 76.66%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
57,962
shares
|
$11.4 Million
4.79% of portfolio
|
Q1 2025
Added 57.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
57,392
shares
|
$11.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
57,257
shares
|
$11.3 Million
7.13% of portfolio
|
Q1 2025
Added 46.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
57,245
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 201.48%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
56,938
shares
|
$11.2 Million
0.23% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
56,621
shares
|
$11.2 Million
8.12% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
56,506
shares
|
$11.1 Million
5.54% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
56,286
shares
|
$11.1 Million
1.61% of portfolio
|
Q1 2025
Added 49.2%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
56,202
shares
|
$11.1 Million
4.26% of portfolio
|
Q1 2025
Added 36.26%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
55,153
shares
|
$10.9 Million
1.38% of portfolio
|
Q1 2025
Added 45.95%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
54,950
shares
|
$10.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
54,871
shares
|
$10.8 Million
2.78% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
54,554
shares
|
$10.8 Million
5.18% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
54,436
shares
|
$10.7 Million
0.82% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
54,090
shares
|
$10.7 Million
0.57% of portfolio
|
Q1 2025
Added 14.84%
|