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 |
|---|---|---|---|---|---|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
1,124
shares
|
$223,541
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
1,121
shares
|
$222,944
0.02% of portfolio
|
Q1 2025
Reduced 85.64%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
1,116
shares
|
$221,950
0.04% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
1,114
shares
|
$221,552
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,113
shares
|
$221,353
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,112
shares
|
$221,154
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
1,110
shares
|
$220,756
0.03% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
1,110
shares
|
$220,756
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,110
shares
|
$220,756
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
1,104
shares
|
$219,563
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
1,102
shares
|
$219,165
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,098
shares
|
$218,370
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
1,096
shares
|
$217,972
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,092
shares
|
$217,176
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
1,091
shares
|
$216,978
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,084
shares
|
$215,585
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
1,081
shares
|
$214,989
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,080
shares
|
$214,790
0.0% of portfolio
|
Q1 2025
Reduced 53.29%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,075
shares
|
$213,796
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
1,067
shares
|
$212,204
0.15% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,066
shares
|
$212,006
0.0% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
1,055
shares
|
$209,818
0.11% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,054
shares
|
$209,619
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,050
shares
|
$208,824
0.02% of portfolio
|
Q1 2025
Reduced 36.52%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
1,050
shares
|
$208,824
0.1% of portfolio
|
Q2 2025
New holding
|