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 1,704 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
167,380
shares
|
$33 Million
12.15% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
163,800
shares
|
$32.3 Million
0.07% of portfolio
|
Q1 2025
Added 369.34%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
163,617
shares
|
$32.3 Million
4.07% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
161,610
shares
|
$31.9 Million
11.63% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
161,329
shares
|
$31.8 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
160,499
shares
|
$31.7 Million
0.28% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
158,698
shares
|
$31.3 Million
0.03% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
155,701
shares
|
$30.7 Million
3.66% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
154,708
shares
|
$30.5 Million
2.5% of portfolio
|
Q1 2025
Added 80.57%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
153,831
shares
|
$30.4 Million
1.86% of portfolio
|
Q1 2025
Reduced 43.69%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
153,830
shares
|
$30.4 Million
4.22% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
152,316
shares
|
$30.1 Million
12.27% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
152,055
shares
|
$30 Million
0.4% of portfolio
|
Q1 2025
Added 21.69%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
151,419
shares
|
$29.9 Million
14.56% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
150,813
shares
|
$29.8 Million
4.09% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
148,088
shares
|
$29.2 Million
2.72% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
143,556
shares
|
$28.3 Million
0.61% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
136,999
shares
|
$27 Million
0.33% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
136,860
shares
|
$27 Million
6.29% of portfolio
|
Q2 2025
Reduced 60.71%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,786
shares
|
$27 Million
0.49% of portfolio
|
Q3 2022
Added 45.96%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
134,571
shares
|
$26.6 Million
3.88% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
134,214
shares
|
$26.5 Million
0.4% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
132,767
shares
|
$26.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
131,755
shares
|
$26 Million
3.15% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
130,444
shares
|
$25.7 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.76%
|