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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
378,868
shares
|
$77.3 Million
0.06% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
378,423
shares
|
$77.2 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
373,966
shares
|
$76.3 Million
0.5% of portfolio
|
Q2 2025
Added 795.77%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
371,035
shares
|
$75.7 Million
0.29% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
358,694
shares
|
$73.2 Million
0.85% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
349,692
shares
|
$71.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
345,509
shares
|
$70.5 Million
5.22% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
329,320
shares
|
$67.2 Million
0.15% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
328,571
shares
|
$67 Million
2.24% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
307,687
shares
|
$62.7 Million
17.55% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
305,852
shares
|
$62.4 Million
2.44% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
299,730
shares
|
$61.1 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
297,095
shares
|
$60.6 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
288,124
shares
|
$58.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
284,590
shares
|
$58 Million
0.32% of portfolio
|
Q2 2025
Added 30.17%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
283,962
shares
|
$57.9 Million
10.15% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
279,913
shares
|
$57.1 Million
9.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
274,046
shares
|
$55.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
272,484
shares
|
$55.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
268,949
shares
|
$54.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
268,401
shares
|
$54.7 Million
9.76% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
254,330
shares
|
$51.9 Million
0.43% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
254,034
shares
|
$51.8 Million
12.83% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
252,298
shares
|
$51.5 Million
2.98% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
251,862
shares
|
$51.4 Million
0.42% of portfolio
|
Q2 2025
Added 23.02%
|