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 |
|---|---|---|---|---|---|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
438
shares
|
$89,325
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
436
shares
|
$88,917
0.02% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
427
shares
|
$87,082
0.02% of portfolio
|
Q2 2025
Added 56.41%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
417
shares
|
$85,042
0.01% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
408
shares
|
$83,207
0.01% of portfolio
|
Q4 2024
Added 90.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$82,595
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
404
shares
|
$82,391
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$81,576
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
400
shares
|
$81,576
0.0% of portfolio
|
Q2 2025
Reduced 99.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$81,576
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
399
shares
|
$81,372
0.03% of portfolio
|
Q1 2025
Reduced 42.84%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
395
shares
|
$80,556
0.04% of portfolio
|
Q1 2025
Reduced 34.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
387
shares
|
$78,924
0.08% of portfolio
|
Q1 2025
Added 75.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
379
shares
|
$77,293
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
376
shares
|
$76,681
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
375
shares
|
$76,477
0.04% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
375
shares
|
$76,477
0.0% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
367
shares
|
$74,845
0.0% of portfolio
|
Q2 2025
Added 326.74%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
364
shares
|
$74,234
0.01% of portfolio
|
Q2 2025
Reduced 28.35%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
361
shares
|
$73,622
0.0% of portfolio
|
Q1 2025
Reduced 65.49%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
360
shares
|
$73,418
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
359
shares
|
$73,214
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
355
shares
|
$72,398
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
352
shares
|
$71,786
0.06% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
347
shares
|
$70,767
0.02% of portfolio
|
Q2 2025
Reduced 30.18%
|