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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
44,413
shares
|
$9.06 Million
0.63% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
43,950
shares
|
$8.96 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
43,857
shares
|
$8.94 Million
0.36% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
43,748
shares
|
$8.92 Million
3.89% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
43,580
shares
|
$8.89 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
43,455
shares
|
$8.86 Million
0.26% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
43,446
shares
|
$8.86 Million
0.22% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
42,586
shares
|
$8.68 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
42,109
shares
|
$8.59 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
42,001
shares
|
$8.57 Million
3.0% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
41,695
shares
|
$8.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
41,606
shares
|
$8.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
41,534
shares
|
$8.47 Million
5.26% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
41,459
shares
|
$8.46 Million
1.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
40,900
shares
|
$8.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 75.03%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
40,768
shares
|
$8.31 Million
0.27% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
40,297
shares
|
$8.22 Million
0.68% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
40,126
shares
|
$8.18 Million
1.64% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
39,746
shares
|
$8.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
39,071
shares
|
$7.97 Million
0.52% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
38,801
shares
|
$7.91 Million
2.57% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
38,720
shares
|
$7.9 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
38,576
shares
|
$7.87 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
38,447
shares
|
$7.84 Million
1.43% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
38,334
shares
|
$7.82 Million
0.02% of portfolio
|
Q2 2025
Added 0.9%
|