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 1,708 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
40,768
shares
|
$8.15 Million
0.27% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
40,529
shares
|
$8.1 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
40,323
shares
|
$8.06 Million
0.01% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
40,232
shares
|
$8.04 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
40,102
shares
|
$8.02 Million
4.32% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
38,831
shares
|
$7.76 Million
2.73% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
38,596
shares
|
$7.71 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
38,556
shares
|
$7.71 Million
1.6% of portfolio
|
Q1 2025
Added 44.6%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
38,430
shares
|
$7.68 Million
1.17% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
38,334
shares
|
$7.66 Million
0.02% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
38,279
shares
|
$7.65 Million
0.01% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
37,914
shares
|
$7.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.36%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
37,617
shares
|
$7.52 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
37,591
shares
|
$7.51 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
37,551
shares
|
$7.51 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
37,219
shares
|
$7.44 Million
0.59% of portfolio
|
Q1 2025
Added 39.05%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
37,011
shares
|
$7.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
36,778
shares
|
$7.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 41.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
36,762
shares
|
$7.35 Million
0.27% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
36,593
shares
|
$7.31 Million
0.09% of portfolio
|
Q1 2025
Added 53.62%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
36,289
shares
|
$7.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
36,274
shares
|
$7.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
36,206
shares
|
$7.24 Million
1.48% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
36,145
shares
|
$7.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
35,834
shares
|
$7.16 Million
2.52% of portfolio
|
Q3 2024
Added 0.14%
|