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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
17,224
shares
|
$3.44 Million
0.02% of portfolio
|
Q1 2025
Added 76.73%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
17,157
shares
|
$3.43 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
17,131
shares
|
$3.42 Million
2.01% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
17,099
shares
|
$3.42 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
17,094
shares
|
$3.42 Million
0.87% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
17,081
shares
|
$3.41 Million
0.38% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
16,987
shares
|
$3.4 Million
0.36% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
16,978
shares
|
$3.39 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
16,895
shares
|
$3.38 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
16,895
shares
|
$3.38 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
16,883
shares
|
$3.37 Million
0.4% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,837
shares
|
$3.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
16,629
shares
|
$3.32 Million
0.71% of portfolio
|
Q1 2025
Added 48.77%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,612
shares
|
$3.32 Million
0.42% of portfolio
|
Q3 2022
Added 490.75%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
16,548
shares
|
$3.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
16,483
shares
|
$3.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
16,440
shares
|
$3.29 Million
2.19% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
16,433
shares
|
$3.28 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
16,385
shares
|
$3.28 Million
1.37% of portfolio
|
Q1 2025
Added 45.52%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
16,311
shares
|
$3.26 Million
0.3% of portfolio
|
Q1 2025
Added 47.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
16,193
shares
|
$3.24 Million
0.14% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
15,952
shares
|
$3.19 Million
1.27% of portfolio
|
Q1 2025
Added 488.42%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
15,864
shares
|
$3.17 Million
2.26% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
15,799
shares
|
$3.16 Million
0.03% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
15,775
shares
|
$3.15 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.35%
|