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 1,704 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
129,351
shares
|
$25.5 Million
5.43% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
128,661
shares
|
$25.4 Million
7.87% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
127,407
shares
|
$25.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
126,318
shares
|
$24.9 Million
0.29% of portfolio
|
Q3 2023
Added 20.51%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
125,006
shares
|
$24.7 Million
7.69% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
123,937
shares
|
$24.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
123,712
shares
|
$24.4 Million
0.12% of portfolio
|
Q2 2023
Reduced 98.84%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
123,188
shares
|
$24.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 39.8%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
122,752
shares
|
$24.2 Million
0.99% of portfolio
|
Q1 2025
Added 53.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
122,654
shares
|
$24.2 Million
0.29% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
122,540
shares
|
$24.2 Million
1.13% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
120,890
shares
|
$23.9 Million
3.24% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
119,086
shares
|
$23.5 Million
1.7% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
118,902
shares
|
$23.5 Million
0.1% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
118,545
shares
|
$23.4 Million
0.55% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
118,187
shares
|
$23.3 Million
0.89% of portfolio
|
Q1 2025
Added 71.21%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
116,629
shares
|
$23 Million
1.38% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
116,556
shares
|
$23 Million
6.16% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
116,290
shares
|
$22.9 Million
1.82% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
116,249
shares
|
$22.9 Million
0.73% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
115,946
shares
|
$22.9 Million
0.65% of portfolio
|
Q4 2023
Added 3.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
115,361
shares
|
$22.8 Million
0.33% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
115,321
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
114,596
shares
|
$22.6 Million
2.14% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
112,496
shares
|
$22.2 Million
2.76% of portfolio
|
Q2 2025
Added 5.12%
|