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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
250,958
shares
|
$51.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
246,849
shares
|
$50.3 Million
1.1% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
243,910
shares
|
$49.7 Million
3.25% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
243,662
shares
|
$49.7 Million
4.06% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
238,941
shares
|
$48.7 Million
0.33% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
237,561
shares
|
$48.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
234,146
shares
|
$47.8 Million
7.06% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
232,226
shares
|
$47.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
220,477
shares
|
$45 Million
1.14% of portfolio
|
Q2 2025
Added 721.51%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
209,974
shares
|
$42.8 Million
1.13% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
202,555
shares
|
$41.3 Million
1.18% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
198,115
shares
|
$40.4 Million
3.53% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
197,547
shares
|
$40.3 Million
10.52% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
196,493
shares
|
$40.1 Million
3.83% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
193,306
shares
|
$39.4 Million
0.48% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
192,531
shares
|
$39.3 Million
2.82% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
190,181
shares
|
$38.8 Million
19.41% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
190,108
shares
|
$38.8 Million
9.91% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
184,563
shares
|
$37.6 Million
0.01% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
181,803
shares
|
$37.1 Million
2.52% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
180,996
shares
|
$36.9 Million
2.68% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
179,293
shares
|
$36.6 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
177,796
shares
|
$36.3 Million
24.2% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
168,750
shares
|
$34.4 Million
11.47% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
167,380
shares
|
$34.1 Million
12.15% of portfolio
|
Q2 2025
Added 3.21%
|