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 161 Million shares, which have been reported (via 13F filing form) to have a value of $31.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
1,650
shares
|
$329,818
0.17% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
1,650
shares
|
$329,818
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
1,641
shares
|
$328,019
0.18% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
1,638
shares
|
$327,419
0.24% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
1,636
shares
|
$327,020
0.11% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,633
shares
|
$326,420
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,628
shares
|
$325,420
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
1,625
shares
|
$324,821
0.02% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
1,620
shares
|
$323,821
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,615
shares
|
$322,822
0.18% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,611
shares
|
$322,022
0.02% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
1,609
shares
|
$321,623
0.11% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,602
shares
|
$320,223
0.08% of portfolio
|
Q1 2025
Added 49.86%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
1,600
shares
|
$319,824
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,600
shares
|
$319,824
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
1,599
shares
|
$319,624
0.01% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
1,596
shares
|
$319,024
0.02% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
1,596
shares
|
$319,024
0.15% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,593
shares
|
$318,424
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,578
shares
|
$315,426
0.12% of portfolio
|
Q1 2023
Reduced 4.25%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
1,573
shares
|
$314,426
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
1,569
shares
|
$313,627
0.03% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,568
shares
|
$313,427
0.44% of portfolio
|
Q2 2025
Added 32.66%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
1,562
shares
|
$312,228
0.13% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
1,560
shares
|
$311,828
0.08% of portfolio
|
Q2 2025
Added 10.48%
|