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 |
|---|---|---|---|---|---|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
1,001
shares
|
$197,497
0.28% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
998
shares
|
$196,905
0.08% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
996
shares
|
$196,510
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$188,618
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
913
shares
|
$180,134
0.05% of portfolio
|
Q3 2024
Added 332.7%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
910
shares
|
$179,543
0.0% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
906
shares
|
$178,753
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
876
shares
|
$172,834
0.51% of portfolio
|
Q1 2025
Added 46.24%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
856
shares
|
$168,888
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
852
shares
|
$168,099
0.05% of portfolio
|
Q2 2022
Reduced 31.51%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
845
shares
|
$166,718
0.15% of portfolio
|
Q1 2025
Reduced 23.46%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$165,929
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$165,140
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
804
shares
|
$158,629
0.01% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
789
shares
|
$155,669
0.02% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
781
shares
|
$154,091
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
769
shares
|
$151,723
0.05% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
765
shares
|
$150,934
0.07% of portfolio
|
Q3 2024
Added 431.25%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$149,356
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
756
shares
|
$149,158
0.03% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
738
shares
|
$145,607
0.04% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
738
shares
|
$145,607
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
729
shares
|
$143,831
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
715
shares
|
$141,069
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
707
shares
|
$139,491
0.08% of portfolio
|
Q2 2024
Added 20.03%
|