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 |
|---|---|---|---|---|---|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
852
shares
|
$173,756
0.05% of portfolio
|
Q2 2022
Reduced 31.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$171,513
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$170,697
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
804
shares
|
$163,967
0.01% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
795
shares
|
$162,132
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
785
shares
|
$160,092
0.04% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
781
shares
|
$159,277
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
769
shares
|
$156,829
0.05% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$154,382
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
756
shares
|
$154,178
0.03% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
738
shares
|
$150,507
0.04% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
738
shares
|
$150,507
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
729
shares
|
$148,672
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
727
shares
|
$148,264
0.06% of portfolio
|
Q2 2025
Added 97.02%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
715
shares
|
$145,817
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
707
shares
|
$144,185
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
704
shares
|
$143,573
0.05% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
685
shares
|
$139,698
0.02% of portfolio
|
Q2 2025
Added 29.25%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
676
shares
|
$137,863
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Aug 13, 2025 Q2 2025 |
675
shares
|
$137,659
0.11% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
674
shares
|
$137,455
0.05% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
672
shares
|
$137,047
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
664
shares
|
$135,416
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
657
shares
|
$133,988
0.02% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
638
shares
|
$130,113
0.03% of portfolio
|
Q1 2022
New holding
|