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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
165,169
shares
|
$33.7 Million
0.35% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
163,617
shares
|
$33.4 Million
4.07% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
160,499
shares
|
$32.7 Million
0.28% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
160,365
shares
|
$32.7 Million
12.1% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
157,948
shares
|
$32.2 Million
2.56% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
155,701
shares
|
$31.8 Million
3.66% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
153,247
shares
|
$31.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
152,352
shares
|
$31.1 Million
3.54% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
150,813
shares
|
$30.8 Million
3.76% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
148,489
shares
|
$30.3 Million
2.6% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
147,767
shares
|
$30.1 Million
1.68% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
144,849
shares
|
$29.5 Million
0.2% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
144,401
shares
|
$29.4 Million
11.02% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
141,750
shares
|
$28.9 Million
1.11% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
137,931
shares
|
$28.1 Million
0.38% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
136,860
shares
|
$27.9 Million
6.29% of portfolio
|
Q2 2025
Reduced 60.71%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
136,809
shares
|
$27.9 Million
4.68% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,786
shares
|
$27.9 Million
0.49% of portfolio
|
Q3 2022
Added 45.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
135,640
shares
|
$27.7 Million
0.06% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
134,571
shares
|
$27.4 Million
3.88% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
133,806
shares
|
$27.3 Million
0.25% of portfolio
|
Q2 2025
Added 395.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
131,284
shares
|
$26.8 Million
0.62% of portfolio
|
Q2 2025
Reduced 46.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
129,631
shares
|
$26.4 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
128,796
shares
|
$26.3 Million
4.87% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
128,661
shares
|
$26.2 Million
7.87% of portfolio
|
Q2 2025
Added 0.85%
|