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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
155
shares
|
$31,610
0.0% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
153
shares
|
$31,202
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
150
shares
|
$30,591
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
144
shares
|
$29,367
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
133
shares
|
$27,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
133
shares
|
$27,124
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
130
shares
|
$26,512
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
124
shares
|
$25,288
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
123
shares
|
$25,084
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
120
shares
|
$24,472
0.0% of portfolio
|
Q2 2025
Added 471.43%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
120
shares
|
$24,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
113
shares
|
$23,045
0.01% of portfolio
|
Q2 2025
Reduced 62.46%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
112
shares
|
$22,841
0.02% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
111
shares
|
$22,637
0.02% of portfolio
|
Q1 2025
Reduced 72.59%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
110
shares
|
$22,433
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
109
shares
|
$22,229
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$20,801
0.0% of portfolio
|
Q2 2022
Reduced 92.08%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
102
shares
|
$20,801
0.0% of portfolio
|
Q2 2025
Added 275.49%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$20,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
100
shares
|
$20,394
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
95
shares
|
$19,374
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
93
shares
|
$18,966
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
92
shares
|
$18,762
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
87
shares
|
$17,742
0.0% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
86
shares
|
$17,538
0.01% of portfolio
|
Q4 2024
New holding
|