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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
83,907
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
83,350
shares
|
$17 Million
0.19% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
81,124
shares
|
$16.5 Million
4.96% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
80,444
shares
|
$16.4 Million
7.92% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
80,206
shares
|
$16.4 Million
1.83% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
80,051
shares
|
$16.3 Million
8.71% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
79,624
shares
|
$16.2 Million
1.99% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
79,226
shares
|
$16.2 Million
1.11% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
77,798
shares
|
$15.9 Million
2.97% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
77,438
shares
|
$15.8 Million
3.18% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
77,040
shares
|
$15.7 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
77,037
shares
|
$15.7 Million
0.26% of portfolio
|
Q2 2025
Added 17.53%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
75,934
shares
|
$15.5 Million
0.45% of portfolio
|
Q2 2025
Added 200.92%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
75,749
shares
|
$15.4 Million
2.85% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
75,674
shares
|
$15.4 Million
1.03% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
75,314
shares
|
$15.4 Million
6.6% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
74,845
shares
|
$15.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
74,274
shares
|
$15.1 Million
0.48% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
73,986
shares
|
$15.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
73,731
shares
|
$15 Million
6.9% of portfolio
|
Q1 2024
Added 24.51%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
72,635
shares
|
$14.8 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
72,340
shares
|
$14.8 Million
0.31% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
71,923
shares
|
$14.7 Million
4.85% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
71,122
shares
|
$14.5 Million
0.41% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
70,865
shares
|
$14.5 Million
2.63% of portfolio
|
Q2 2025
Reduced 62.66%
|