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 |
|---|---|---|---|---|---|
|
Edgar Lomax CO
Kingstowne, VA |
May 13, 2025 Q1 2025 |
20,799
shares
|
$4.16 Million
0.25% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
20,782
shares
|
$4.15 Million
0.81% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
20,652
shares
|
$4.13 Million
0.54% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,646
shares
|
$4.13 Million
0.99% of portfolio
|
Q3 2023
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
20,402
shares
|
$4.08 Million
0.02% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
20,330
shares
|
$4.06 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
20,260
shares
|
$4.05 Million
0.22% of portfolio
|
Q1 2025
Added 66.35%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
20,213
shares
|
$4.04 Million
0.91% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
20,138
shares
|
$4.03 Million
0.12% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
20,113
shares
|
$4.02 Million
0.3% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
20,107
shares
|
$4.02 Million
2.46% of portfolio
|
Q1 2025
Added 34.15%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
19,998
shares
|
$4 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
19,927
shares
|
$3.98 Million
3.92% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
19,920
shares
|
$3.98 Million
1.75% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
19,800
shares
|
$3.96 Million
1.04% of portfolio
|
Q2 2025
Added 76.72%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
May 12, 2025 Q1 2025 |
19,712
shares
|
$3.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
19,686
shares
|
$3.94 Million
0.53% of portfolio
|
Q1 2023
Added 41.89%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,643
shares
|
$3.93 Million
2.4% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
19,582
shares
|
$3.91 Million
1.1% of portfolio
|
Q2 2025
Added 55.65%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
19,371
shares
|
$3.87 Million
0.22% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
19,142
shares
|
$3.83 Million
2.46% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
19,037
shares
|
$3.81 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
19,024
shares
|
$3.8 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
18,974
shares
|
$3.79 Million
1.48% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
18,926
shares
|
$3.78 Million
1.39% of portfolio
|
Q1 2025
Added 1.25%
|