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 1,708 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 $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,334
shares
|
$266,653
0.04% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
1,332
shares
|
$266,253
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,331
shares
|
$266,053
0.02% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,330
shares
|
$265,853
0.17% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
1,320
shares
|
$263,854
0.13% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
1,316
shares
|
$263,055
0.1% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
1,305
shares
|
$260,856
0.11% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,304
shares
|
$260,656
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,303
shares
|
$260,456
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,302
shares
|
$260,256
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$259,856
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,299
shares
|
$259,657
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
1,297
shares
|
$259,257
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,295
shares
|
$258,857
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,290
shares
|
$257,858
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
1,289
shares
|
$257,658
0.12% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,287
shares
|
$257,258
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$256,458
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
1,280
shares
|
$255,859
0.04% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
1,275
shares
|
$254,859
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,274
shares
|
$254,659
0.1% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
1,269
shares
|
$253,660
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,266
shares
|
$253,060
0.19% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,261
shares
|
$252,061
0.04% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
1,258
shares
|
$251,461
0.1% of portfolio
|
Q2 2025
Added 1.29%
|