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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
111,520
shares
|
$22.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 50.84%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
110,658
shares
|
$22.6 Million
1.68% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
108,201
shares
|
$22.1 Million
1.67% of portfolio
|
Q2 2025
Added 29.36%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
107,989
shares
|
$22 Million
2.75% of portfolio
|
Q2 2025
Reduced 29.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
107,850
shares
|
$22 Million
0.22% of portfolio
|
Q1 2025
Added 69.25%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
107,285
shares
|
$21.9 Million
2.25% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
105,938
shares
|
$21.6 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
105,038
shares
|
$21.4 Million
2.65% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
104,676
shares
|
$21.3 Million
0.28% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
102,200
shares
|
$20.8 Million
3.91% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
102,140
shares
|
$20.8 Million
1.87% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
102,139
shares
|
$20.8 Million
2.37% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
101,643
shares
|
$20.7 Million
3.79% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
101,626
shares
|
$20.7 Million
3.63% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
100,530
shares
|
$20.5 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
100,448
shares
|
$20.5 Million
0.04% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
100,117
shares
|
$20.4 Million
0.32% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
99,934
shares
|
$20.4 Million
0.24% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
99,789
shares
|
$20.4 Million
3.19% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
98,596
shares
|
$20.1 Million
0.29% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
98,587
shares
|
$20.1 Million
3.62% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
97,933
shares
|
$20 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
97,875
shares
|
$20 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
97,349
shares
|
$19.9 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
97,030
shares
|
$19.8 Million
1.11% of portfolio
|
Q2 2025
Added 0.44%
|