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 161 Million shares, which have been reported (via 13F filing form) to have a value of $31.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
30,922
shares
|
$6.15 Million
5.59% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
30,842
shares
|
$6.13 Million
0.67% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
30,793
shares
|
$6.12 Million
0.71% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
30,417
shares
|
$6.05 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
30,025
shares
|
$5.97 Million
7.28% of portfolio
|
Q1 2023
Reduced 57.86%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
29,326
shares
|
$5.83 Million
0.64% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
29,315
shares
|
$5.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
29,262
shares
|
$5.82 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
28,958
shares
|
$5.76 Million
0.4% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
28,798
shares
|
$5.73 Million
4.41% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
28,597
shares
|
$5.69 Million
0.24% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
28,198
shares
|
$5.61 Million
1.5% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,192
shares
|
$5.61 Million
0.48% of portfolio
|
Q4 2022
Added 18.25%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
28,000
shares
|
$5.57 Million
1.79% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
27,785
shares
|
$5.53 Million
0.49% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
27,760
shares
|
$5.52 Million
0.49% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
27,597
shares
|
$5.49 Million
0.05% of portfolio
|
Q1 2025
Added 189.58%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
27,506
shares
|
$5.47 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
27,446
shares
|
$5.46 Million
0.09% of portfolio
|
Q1 2025
Added 100.79%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
27,302
shares
|
$5.43 Million
2.17% of portfolio
|
Q1 2025
Added 66.81%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
27,213
shares
|
$5.41 Million
2.44% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
27,160
shares
|
$5.4 Million
2.49% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
27,115
shares
|
$5.39 Million
2.77% of portfolio
|
Q1 2025
Added 78.05%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
27,067
shares
|
$5.38 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
26,838
shares
|
$5.34 Million
0.17% of portfolio
|
Q1 2025
Added 0.07%
|