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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
22,488
shares
|
$4.59 Million
0.42% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
22,435
shares
|
$4.58 Million
0.02% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
22,415
shares
|
$4.57 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
22,404
shares
|
$4.57 Million
3.37% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
21,913
shares
|
$4.47 Million
2.41% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
21,896
shares
|
$4.47 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
21,770
shares
|
$4.44 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,767
shares
|
$4.44 Million
3.75% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
21,748
shares
|
$4.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
21,657
shares
|
$4.42 Million
2.5% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
21,554
shares
|
$4.4 Million
3.29% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,252
shares
|
$4.33 Million
0.94% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
21,138
shares
|
$4.31 Million
0.01% of portfolio
|
Q2 2025
Added 195.02%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
21,069
shares
|
$4.3 Million
0.52% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
21,024
shares
|
$4.29 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
20,951
shares
|
$4.27 Million
2.57% of portfolio
|
Q2 2025
Added 41.04%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 12, 2025 Q2 2025 |
20,757
shares
|
$4.23 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,646
shares
|
$4.21 Million
0.99% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
20,559
shares
|
$4.19 Million
0.22% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
20,422
shares
|
$4.16 Million
0.76% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
20,376
shares
|
$4.16 Million
1.17% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
20,367
shares
|
$4.15 Million
0.21% of portfolio
|
Q2 2025
Added 52.11%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
20,345
shares
|
$4.15 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
20,330
shares
|
$4.15 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
20,255
shares
|
$4.13 Million
0.88% of portfolio
|
Q2 2025
Added 0.21%
|