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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$129,909
0.02% of portfolio
|
Q3 2022
Added 11.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
634
shares
|
$129,297
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
616
shares
|
$125,627
0.02% of portfolio
|
Q2 2025
Added 363.16%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
614
shares
|
$125,219
0.03% of portfolio
|
Q4 2023
Reduced 16.91%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
607
shares
|
$123,791
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$123,179
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
604
shares
|
$123,179
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
596
shares
|
$121,548
0.07% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
576
shares
|
$117,469
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
569
shares
|
$116,041
0.02% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
568
shares
|
$115,837
0.0% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
560
shares
|
$114,206
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
547
shares
|
$111,555
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
542
shares
|
$110,535
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
530
shares
|
$108,088
0.01% of portfolio
|
Q2 2025
Reduced 52.97%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
524
shares
|
$106,864
0.04% of portfolio
|
Q4 2024
Added 40.08%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
515
shares
|
$105,029
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
512
shares
|
$104,417
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
494
shares
|
$100,746
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
494
shares
|
$100,746
0.02% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
483
shares
|
$98,503
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
458
shares
|
$93,404
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
450
shares
|
$91,773
0.04% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
450
shares
|
$91,773
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
438
shares
|
$89,325
0.01% of portfolio
|
Q1 2025
New holding
|