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 |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
951,932
shares
|
$194 Million
13.78% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
864,195
shares
|
$176 Million
0.59% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,238
shares
|
$173 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
833,241
shares
|
$170 Million
0.1% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
771,617
shares
|
$157 Million
2.65% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
714,381
shares
|
$146 Million
0.65% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
711,333
shares
|
$145 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
688,175
shares
|
$140 Million
1.61% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
663,926
shares
|
$135 Million
0.25% of portfolio
|
Q2 2025
Added 22.52%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
653,970
shares
|
$133 Million
2.18% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
639,577
shares
|
$130 Million
0.19% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
616,663
shares
|
$126 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
612,975
shares
|
$125 Million
0.16% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
611,611
shares
|
$125 Million
0.8% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
592,200
shares
|
$121 Million
6.02% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
560,577
shares
|
$114 Million
0.62% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
555,581
shares
|
$113 Million
4.78% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
519,868
shares
|
$106 Million
0.84% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
504,103
shares
|
$103 Million
1.66% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
487,271
shares
|
$99.4 Million
0.61% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
462,991
shares
|
$94.4 Million
10.17% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
449,606
shares
|
$91.7 Million
12.54% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
419,881
shares
|
$85.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
391,484
shares
|
$79.8 Million
21.83% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
388,831
shares
|
$79.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.26%
|