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 |
|---|---|---|---|---|---|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
1,192
shares
|
$243,096
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,191
shares
|
$242,892
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,189
shares
|
$242,484
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
1,187
shares
|
$242,076
0.2% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,185
shares
|
$241,668
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,177
shares
|
$240,037
0.06% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
1,176
shares
|
$239,833
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
1,176
shares
|
$239,833
0.08% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,175
shares
|
$239,629
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,175
shares
|
$239,629
0.0% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,171
shares
|
$238,813
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
1,168
shares
|
$238,201
0.02% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,158
shares
|
$236,162
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
1,155
shares
|
$235,550
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
1,152
shares
|
$234,938
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,152
shares
|
$234,938
0.18% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,150
shares
|
$234,531
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,150
shares
|
$234,531
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,149
shares
|
$234,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,145
shares
|
$233,511
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
1,145
shares
|
$233,511
0.07% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
1,145
shares
|
$233,511
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
1,143
shares
|
$233,103
0.06% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,139
shares
|
$232,287
0.01% of portfolio
|
Q1 2025
Reduced 67.02%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,136
shares
|
$231,675
0.03% of portfolio
|
Q2 2025
Reduced 5.8%
|