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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
262
shares
|
$51,692
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
260
shares
|
$51,298
0.03% of portfolio
|
Q1 2025
Added 340.68%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
259
shares
|
$51,100
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
255
shares
|
$50,311
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
250
shares
|
$49,325
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$49,325
0.03% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
246
shares
|
$48,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
239
shares
|
$47,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
227
shares
|
$44,787
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
226
shares
|
$44,589
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
225
shares
|
$44,392
0.01% of portfolio
|
Q4 2021
Reduced 6.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
225
shares
|
$44,392
0.01% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
225
shares
|
$44,392
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
216
shares
|
$42,616
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
214
shares
|
$42,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
212
shares
|
$41,827
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
206
shares
|
$40,643
0.0% of portfolio
|
Q2 2025
Reduced 38.14%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
205
shares
|
$40,446
0.02% of portfolio
|
Q1 2025
Added 236.07%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
202
shares
|
$39,854
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$39,460
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$39,460
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$39,460
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$39,460
0.01% of portfolio
|
Q4 2020
Reduced 78.05%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
200
shares
|
$39,460
0.01% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
200
shares
|
$39,460
0.02% of portfolio
|
Q1 2025
New holding
|