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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,175
shares
|
$233,684
0.0% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,171
shares
|
$232,888
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,169
shares
|
$232,490
0.05% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,165
shares
|
$231,695
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,158
shares
|
$230,303
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,155
shares
|
$229,706
0.05% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,153
shares
|
$229,308
0.06% of portfolio
|
Q1 2025
Reduced 87.99%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
1,152
shares
|
$229,109
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,152
shares
|
$229,109
0.18% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,150
shares
|
$228,712
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,150
shares
|
$228,712
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,150
shares
|
$228,712
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,149
shares
|
$228,513
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,145
shares
|
$227,717
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
1,145
shares
|
$227,717
0.07% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,145
shares
|
$227,717
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
1,143
shares
|
$227,319
0.07% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,140
shares
|
$226,723
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,139
shares
|
$226,524
0.01% of portfolio
|
Q1 2025
Reduced 67.02%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,136
shares
|
$225,927
0.03% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
1,134
shares
|
$225,529
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
1,133
shares
|
$225,331
0.1% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,132
shares
|
$225,132
0.08% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,127
shares
|
$224,137
0.02% of portfolio
|
Q1 2025
Added 81.19%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,126
shares
|
$223,938
0.18% of portfolio
|
Q4 2024
New holding
|