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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
9,452
shares
|
$1.93 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
9,446
shares
|
$1.93 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
9,437
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
9,428
shares
|
$1.92 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
9,379
shares
|
$1.91 Million
0.34% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
9,368
shares
|
$1.91 Million
1.32% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
9,301
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
9,289
shares
|
$1.89 Million
0.42% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
9,237
shares
|
$1.88 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
9,216
shares
|
$1.88 Million
0.34% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
9,212
shares
|
$1.88 Million
1.34% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
9,100
shares
|
$1.86 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,091
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
9,085
shares
|
$1.85 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
9,085
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
9,083
shares
|
$1.85 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
9,058
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
9,008
shares
|
$1.84 Million
0.26% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
8,968
shares
|
$1.83 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
8,959
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Added 46.46%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
8,943
shares
|
$1.82 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,923
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
8,916
shares
|
$1.82 Million
1.1% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
8,737
shares
|
$1.78 Million
1.07% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
8,733
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.83%
|