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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
96,915
shares
|
$19.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
96,768
shares
|
$19.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
95,300
shares
|
$19.4 Million
0.15% of portfolio
|
Q2 2025
Added 38.25%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
94,595
shares
|
$19.3 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
94,583
shares
|
$19.3 Million
10.74% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
93,284
shares
|
$19 Million
1.52% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
93,114
shares
|
$19 Million
0.36% of portfolio
|
Q2 2025
Reduced 26.78%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
92,841
shares
|
$18.9 Million
0.99% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
91,745
shares
|
$18.7 Million
2.99% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
91,673
shares
|
$18.7 Million
0.46% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
91,654
shares
|
$18.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
91,593
shares
|
$18.7 Million
6.49% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
91,300
shares
|
$18.6 Million
0.47% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
88,782
shares
|
$18.1 Million
3.5% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
88,528
shares
|
$18.1 Million
0.11% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
88,468
shares
|
$18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
87,972
shares
|
$17.9 Million
6.69% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
86,524
shares
|
$17.6 Million
2.51% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
85,588
shares
|
$17.5 Million
0.67% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
85,373
shares
|
$17.4 Million
0.18% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,129
shares
|
$17.4 Million
1.58% of portfolio
|
Q2 2023
Reduced 3.14%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
85,027
shares
|
$17.3 Million
5.79% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
84,992
shares
|
$17.3 Million
3.12% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
84,671
shares
|
$17.3 Million
5.5% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
84,161
shares
|
$17.2 Million
2.57% of portfolio
|
Q2 2025
Reduced 1.41%
|