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 |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
18,852
shares
|
$3.77 Million
1.32% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
18,779
shares
|
$3.75 Million
1.42% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,701
shares
|
$3.74 Million
0.0% of portfolio
|
Q1 2025
Added 219.68%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
18,698
shares
|
$3.74 Million
0.1% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,647
shares
|
$3.73 Million
0.2% of portfolio
|
Q1 2025
Reduced 50.55%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
18,641
shares
|
$3.73 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,579
shares
|
$3.71 Million
1.35% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
18,481
shares
|
$3.69 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
18,429
shares
|
$3.68 Million
1.94% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
18,101
shares
|
$3.62 Million
0.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,958
shares
|
$3.59 Million
1.83% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
17,931
shares
|
$3.58 Million
1.17% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
17,770
shares
|
$3.55 Million
1.05% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
17,757
shares
|
$3.55 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
17,729
shares
|
$3.54 Million
0.2% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
17,634
shares
|
$3.52 Million
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,616
shares
|
$3.52 Million
0.11% of portfolio
|
Q1 2025
Reduced 73.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
17,423
shares
|
$3.48 Million
0.23% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
17,418
shares
|
$3.48 Million
2.47% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
17,378
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
17,374
shares
|
$3.47 Million
2.69% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
17,314
shares
|
$3.46 Million
0.06% of portfolio
|
Q2 2025
Added 272.74%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,312
shares
|
$3.46 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
17,300
shares
|
$3.46 Million
0.37% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
17,225
shares
|
$3.44 Million
0.43% of portfolio
|
Q1 2025
New holding
|