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 |
|---|---|---|---|---|---|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
1,889
shares
|
$385,242
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,887
shares
|
$384,834
0.27% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,885
shares
|
$384,426
0.18% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
1,882
shares
|
$383,815
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
1,877
shares
|
$382,795
0.1% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,876
shares
|
$382,591
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
1,875
shares
|
$382,387
0.11% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
1,867
shares
|
$380,755
0.17% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
1,864
shares
|
$380,144
0.17% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
1,860
shares
|
$379,328
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,857
shares
|
$378,716
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,857
shares
|
$378,716
0.0% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,855
shares
|
$378,308
0.0% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,851
shares
|
$377,492
0.14% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
1,848
shares
|
$376,881
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
1,844
shares
|
$376,065
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,831
shares
|
$373,414
0.26% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
1,831
shares
|
$373,414
0.14% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
1,828
shares
|
$372,802
0.11% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,809
shares
|
$368,927
0.11% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
1,806
shares
|
$368,315
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,798
shares
|
$366,684
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
1,796
shares
|
$366,276
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
1,796
shares
|
$366,276
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
1,793
shares
|
$365,664
0.18% of portfolio
|
Q2 2025
New holding
|