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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,389
shares
|
$283,272
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,388
shares
|
$283,068
0.04% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,387
shares
|
$282,864
0.04% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,384
shares
|
$282,252
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,384
shares
|
$282,252
0.01% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,383
shares
|
$282,049
0.01% of portfolio
|
Q1 2023
Reduced 2.26%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,383
shares
|
$282,049
0.03% of portfolio
|
Q2 2025
Added 31.71%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,378
shares
|
$281,029
0.1% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,376
shares
|
$280,621
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
1,369
shares
|
$279,193
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,365
shares
|
$278,378
0.09% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
1,362
shares
|
$277,766
0.09% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
1,361
shares
|
$277,562
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,355
shares
|
$276,338
0.08% of portfolio
|
Q4 2022
Reduced 6.87%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
1,353
shares
|
$275,930
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
1,352
shares
|
$275,726
0.02% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,350
shares
|
$275,319
0.02% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,348
shares
|
$274,911
0.14% of portfolio
|
Q2 2023
Reduced 13.76%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
1,348
shares
|
$274,911
0.24% of portfolio
|
Q1 2024
Added 11.31%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
1,346
shares
|
$274,503
0.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,344
shares
|
$274,095
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
1,341
shares
|
$273,483
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,340
shares
|
$273,279
0.03% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,334
shares
|
$272,055
0.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,334
shares
|
$272,055
0.04% of portfolio
|
Q1 2025
Reduced 3.12%
|