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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
2,719
shares
|
$554,512
0.03% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,714
shares
|
$553,493
0.12% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,714
shares
|
$553,493
0.0% of portfolio
|
Q2 2025
Added 48.06%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
2,713
shares
|
$553,289
0.05% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,704
shares
|
$551,453
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
2,698
shares
|
$550,230
0.16% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,693
shares
|
$549,210
0.25% of portfolio
|
Q1 2023
Reduced 36.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
2,689
shares
|
$548,394
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
2,672
shares
|
$544,927
0.17% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
2,653
shares
|
$541,052
0.15% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
2,613
shares
|
$532,895
0.21% of portfolio
|
Q2 2025
Added 102.72%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
2,611
shares
|
$532,487
0.05% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,610
shares
|
$532,283
0.2% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
2,603
shares
|
$530,855
0.17% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
2,600
shares
|
$530,244
0.01% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,596
shares
|
$529,428
0.03% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
2,596
shares
|
$529,428
0.19% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,590
shares
|
$528,204
0.15% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,589
shares
|
$528,000
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
2,586
shares
|
$527,388
0.02% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
2,585
shares
|
$527,184
0.29% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,580
shares
|
$526,165
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
2,579
shares
|
$525,961
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,571
shares
|
$524,329
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,556
shares
|
$521,270
0.24% of portfolio
|
Q2 2025
Added 10.65%
|