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 |
|---|---|---|---|---|---|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
1,332
shares
|
$271,648
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,330
shares
|
$271,240
0.17% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
1,324
shares
|
$270,016
0.3% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
1,320
shares
|
$269,200
0.12% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,318
shares
|
$268,792
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
1,318
shares
|
$268,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,304
shares
|
$265,937
0.0% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,303
shares
|
$265,733
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,302
shares
|
$265,529
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$265,122
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,299
shares
|
$264,918
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
1,297
shares
|
$264,510
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,295
shares
|
$264,102
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,290
shares
|
$263,082
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
1,288
shares
|
$262,674
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,284
shares
|
$261,858
0.11% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$261,655
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
1,275
shares
|
$260,023
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
1,274
shares
|
$259,819
0.1% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,274
shares
|
$259,819
0.1% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
1,269
shares
|
$258,799
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
1,267
shares
|
$258,391
0.1% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,266
shares
|
$258,188
0.18% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
1,258
shares
|
$256,556
0.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,241
shares
|
$253,089
0.04% of portfolio
|
Q2 2025
Added 81.96%
|