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 |
|---|---|---|---|---|---|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,556
shares
|
$521,270
0.4% of portfolio
|
Q2 2025
Added 85.08%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,555
shares
|
$521,066
0.19% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
2,552
shares
|
$520,454
0.16% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,544
shares
|
$518,823
0.0% of portfolio
|
Q3 2022
Reduced 3.01%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,544
shares
|
$518,823
0.16% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
2,533
shares
|
$516,580
0.0% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,532
shares
|
$516,376
0.3% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,531
shares
|
$516,172
0.14% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,511
shares
|
$512,093
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,500
shares
|
$509,850
0.14% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,486
shares
|
$506,994
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
2,464
shares
|
$502,508
0.44% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
2,460
shares
|
$501,692
0.1% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
2,460
shares
|
$501,692
0.39% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
2,449
shares
|
$499,449
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
2,440
shares
|
$497,613
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,435
shares
|
$496,593
0.01% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,424
shares
|
$494,350
0.13% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,416
shares
|
$492,719
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
2,415
shares
|
$492,515
0.02% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
2,413
shares
|
$492,107
0.09% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
2,404
shares
|
$490,271
0.13% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
2,400
shares
|
$489,456
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,386
shares
|
$486,600
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,379
shares
|
$485,173
0.02% of portfolio
|
Q2 2025
Reduced 1.08%
|