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 |
|---|---|---|---|---|---|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jul 31, 2025 Q2 2025 |
1,059
shares
|
$215,972
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,056
shares
|
$215,360
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
1,055
shares
|
$215,156
0.11% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,054
shares
|
$214,952
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,052
shares
|
$214,544
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
1,050
shares
|
$214,137
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,047
shares
|
$213,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
1,046
shares
|
$213,321
0.03% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
1,045
shares
|
$213,117
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
1,044
shares
|
$212,913
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
1,035
shares
|
$211,077
0.18% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,034
shares
|
$210,873
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
1,026
shares
|
$209,242
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,017
shares
|
$207,406
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,012
shares
|
$206,387
0.08% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
998
shares
|
$203,532
0.08% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
996
shares
|
$203,124
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
966
shares
|
$197,006
0.03% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
963
shares
|
$196,394
0.01% of portfolio
|
Q2 2025
Reduced 50.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
951
shares
|
$193,946
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
949
shares
|
$193,539
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
929
shares
|
$189,460
0.1% of portfolio
|
Q2 2025
Added 98.08%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
913
shares
|
$186,197
0.05% of portfolio
|
Q3 2024
Added 332.7%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
906
shares
|
$184,769
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
856
shares
|
$174,572
0.1% of portfolio
|
Q1 2025
New holding
|