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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
54,164
shares
|
$11 Million
0.32% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
53,464
shares
|
$10.9 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
53,178
shares
|
$10.8 Million
1.42% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
52,571
shares
|
$10.7 Million
2.28% of portfolio
|
Q2 2025
Added 884.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
52,134
shares
|
$10.6 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
52,027
shares
|
$10.6 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
51,905
shares
|
$10.6 Million
9.73% of portfolio
|
Q1 2023
Reduced 44.24%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
51,849
shares
|
$10.6 Million
1.84% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
51,715
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
51,453
shares
|
$10.5 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
49,770
shares
|
$10.2 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
49,321
shares
|
$10.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
48,813
shares
|
$9.95 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
48,803
shares
|
$9.95 Million
6.04% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
48,696
shares
|
$9.93 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
48,656
shares
|
$9.92 Million
0.25% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
48,595
shares
|
$9.91 Million
1.31% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
48,048
shares
|
$9.8 Million
2.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
47,842
shares
|
$9.76 Million
0.41% of portfolio
|
Q2 2025
Added 118.98%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
47,755
shares
|
$9.74 Million
0.87% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
45,640
shares
|
$9.31 Million
2.76% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
45,273
shares
|
$9.23 Million
1.3% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
44,762
shares
|
$9.13 Million
4.95% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
44,550
shares
|
$9.09 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
44,500
shares
|
$9.08 Million
0.0% of portfolio
|
Q2 2025
Added 7.49%
|