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 |
|---|---|---|---|---|---|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
23,342
shares
|
$4.67 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
23,251
shares
|
$4.65 Million
0.35% of portfolio
|
Q2 2025
Added 524.36%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,108
shares
|
$4.62 Million
0.43% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
23,051
shares
|
$4.61 Million
2.33% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
23,003
shares
|
$4.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
22,849
shares
|
$4.57 Million
1.43% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
22,784
shares
|
$4.55 Million
1.48% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
22,526
shares
|
$4.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 37.07%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
22,488
shares
|
$4.5 Million
0.42% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
22,425
shares
|
$4.48 Million
3.77% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
22,230
shares
|
$4.44 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
22,098
shares
|
$4.42 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
21,964
shares
|
$4.39 Million
3.53% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
21,953
shares
|
$4.39 Million
2.28% of portfolio
|
Q1 2025
Added 32.54%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
21,934
shares
|
$4.38 Million
4.78% of portfolio
|
Q1 2025
Added 36.79%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
21,913
shares
|
$4.38 Million
2.41% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
21,896
shares
|
$4.38 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
21,770
shares
|
$4.35 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,767
shares
|
$4.35 Million
3.75% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
21,748
shares
|
$4.35 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
21,419
shares
|
$4.28 Million
1.75% of portfolio
|
Q1 2025
Added 56.7%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,252
shares
|
$4.25 Million
0.94% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,118
shares
|
$4.22 Million
0.36% of portfolio
|
Q1 2025
Added 40.84%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
21,024
shares
|
$4.2 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
20,951
shares
|
$4.19 Million
2.57% of portfolio
|
Q2 2025
Added 41.04%
|