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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
128,592
shares
|
$26.2 Million
0.28% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
128,043
shares
|
$26.1 Million
0.93% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
127,528
shares
|
$26 Million
0.35% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
126,318
shares
|
$25.8 Million
0.29% of portfolio
|
Q3 2023
Added 20.51%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
125,006
shares
|
$25.5 Million
7.69% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
124,400
shares
|
$25.4 Million
0.46% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
123,712
shares
|
$25.2 Million
0.12% of portfolio
|
Q2 2023
Reduced 98.84%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
122,540
shares
|
$25 Million
1.13% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
120,890
shares
|
$24.7 Million
3.24% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
120,319
shares
|
$24.5 Million
5.91% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
120,103
shares
|
$24.5 Million
0.09% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
119,952
shares
|
$24.5 Million
0.19% of portfolio
|
Q2 2025
Added 58.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
118,545
shares
|
$24.2 Million
0.55% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
117,466
shares
|
$24 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
116,629
shares
|
$23.8 Million
1.38% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
116,029
shares
|
$23.7 Million
2.52% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
115,946
shares
|
$23.6 Million
0.65% of portfolio
|
Q4 2023
Added 3.91%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
115,679
shares
|
$23.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
114,596
shares
|
$23.4 Million
2.14% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
113,618
shares
|
$23.2 Million
5.09% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
113,093
shares
|
$23.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
112,996
shares
|
$23 Million
5.27% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
112,864
shares
|
$23 Million
0.32% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
112,496
shares
|
$22.9 Million
2.76% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
112,198
shares
|
$22.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.78%
|