IVE institutional holders

iShares S&P 500 Value ETF · 1,846 reporting institutions · $39B reported value

Funds that can replace IVE · IVE return decomposition

Institutional holdings

Institutions reporting IVE, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$5.3B602026-06-30
Jpmorgan Chase & Co$3.7B02026-06-30
Morgan Stanley$3.4B23,1852026-06-30
Lpl Financial LLC$2.2B23,4582026-06-30
Bank of America Corp /de$2.2B02026-06-30
Wells Fargo & Company/mn$1.4B02026-06-30
UBS Group AG$813.8M02026-06-30
Stifel Financial Corp$809.8M02026-06-30
Cetera Investment Advisers$696.1M10,3702026-06-30
Ameriprise Financial Inc$657.5M02026-06-30
Cwm, LLC$542M6672026-03-31
PNC Financial Services Group, Inc.$501.8M02026-06-30
Lido Advisors, LLC$483.6M3202026-06-30
Blackrock, Inc.$458.8M02026-06-30
Envestnet Portfolio Solutions, Inc.$392.5M32026-06-30
MML Investors Services, LLC$384.9M5,1202026-06-30
Raymond James Financial Inc$375.8M02026-06-30
Goldman Sachs Group Inc$321.6M02026-06-30
Royal Bank of Canada$311M02026-06-30
Cassaday & Co Wealth Management LLC$285M472026-06-30
Mai Capital Management$278.3M3082026-06-30
Foundations Investment Advisors, LLC$278.3M3022026-06-30
Focus Partners Wealth$273.7M1,0482026-06-30
Mariner, LLC$238.9M02026-06-30
Sofi Wealth, LLC$235.8M1102026-06-30
Commonwealth Equity Services, LLC$221.8M2,8632026-06-30
Bank of New York Mellon Corp$220.3M02026-06-30
Fmr LLC$185.7M02026-06-30
Newedge Advisors$183.6M6012026-06-30
Sanctuary Advisors, LLC$178M4012026-06-30
M&T Bank Corp$174.5M02026-06-30
Pacific Life Fund Advisors LLC$172.7M02026-06-30
Onedigital Investment Advisors LLC$172.2M3862026-06-30
Rehmann Capital Advisory Group$168.2M422026-06-30
Osaic Holdings, Inc.$166.3M02026-06-30
Hightower Advisors, LLC$152.2M1,0462026-06-30
Jb Capital LLC$150.6M262026-06-30
Jones Financial Companies LLLP$145.3M02026-06-30
Calamos Wealth Management LLC$137.7M402026-06-30
Lvz, Inc.$130.8M162026-06-30
United Capital Financial Advisors, LLC$128.4M1662026-06-30
Fifth Third Bancorp$120M02026-06-30
Huntington National Bank$113.4M02026-06-30
Cerity Partners LLC$108.4M7772026-06-30
Rockefeller Capital Management LP$102.4M3462026-06-30
Advocacy Wealth Management, LLC$96.4M302026-06-30
Truist Financial Corp$95.8M02026-06-30
Home Federal Bank of Tennessee$87.8M02026-06-30
Kestra Advisory Services, LLC$85.4M1,4792026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$84M992026-06-30
Moneta Group Investment Advisors LLC$83.4M2562026-06-30
The Ascent Group, LLC$77.8M202026-06-30
Triad Wealth Partners, LLC$73.4M492026-06-30
Comerica Bank$72.4M02025-12-31
Kestra Investment Management, LLC$71.7M92026-06-30
Ae Wealth Management LLC$70.7M4712026-06-30
Austin Private Wealth, LLC$69.9M02025-12-31
Bank of Montreal /can$68.2M02026-06-30
Probity Advisors, Inc.$67.6M72026-06-30
Courier Capital LLC$67.1M142026-06-30
Modern Wealth Management, LLC$63.6M1612026-06-30
Valmark Advisers, Inc.$63.1M2952026-06-30
Harbour Investments, Inc.$62.8M2472026-06-30
Baird Financial Group, Inc.$62.3M02026-06-30
Northwestern Mutual Wealth Management Co$61.5M02026-06-30
Amarillo National Bank$60.1M02026-06-30
Regions Financial Corp$59.6M02026-06-30
Equitable Holdings, Inc.$59.3M02026-06-30
Composition Wealth, LLC$59.1M762026-06-30
Atria Investments, Inc$58.6M62026-06-30
Strategic Point Investment Advisors, LLC$56.7M62026-06-30
West Wealth Group, LLC$56.6M202026-06-30
Creativeone Wealth, LLC$54.5M2212026-06-30
Icon Wealth Advisors, LLC$52.7M182026-06-30
Edelman Financial Engines$51.2M7222026-06-30
Barclays PLC$51M02026-06-30
World Investment Advisors$48.3M3592026-06-30
Waverly Advisors, LLC$48.2M2312026-06-30
Bakeravenue$47.6M352026-06-30
US Bancorp$47.4M02026-06-30
&partners$45M5552026-06-30
North Star Investment Management Corporation$44.9M112026-06-30
Smith, Moore & Co.$44.9M452026-06-30
Private Advisor Group, LLC$43.3M9272026-06-30
Mgo One Seven LLC$42.8M1182026-06-30
Foundation Wealth Management, LLC$42.6M42026-06-30
Northern Trust Corp$42.5M02026-06-30
Creative Planning$42.4M1,1712026-06-30
Keybank National Association/oh$42.1M02026-06-30
Salomon & Ludwin, LLC$40.8M62026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$39.6M1032026-06-30
Encompass Wealth Advisors, LLC$39.4M42026-06-30
Perigon Wealth Management, LLC$39.3M922026-06-30
Stratos Wealth Partners, Ltd.$38.4M3862026-06-30
Mercer Global Advisors Inc /adv$38.4M02026-06-30
Beacon Pointe Advisors, LLC$37.8M4662026-06-30
Financial Life Advisors$37M72026-06-30
McKinley Carter Wealth Services, Inc.$36.9M252026-06-30
Wealth Enhancement Advisory Services, LLC$36.9M1,0262026-06-30
Global Retirement Partners LLC$36.8M4912026-06-30
Powell Investment Advisors, LLC$36.1M22026-06-30
Sharkey, Howes & Javer$36M92026-06-30
Stone House Investment Management, LLC$35.8M192026-06-30
High Falls Advisors, Inc$35.4M02025-12-31
Corient Private Wealth LP$35.2M6742026-06-30
Greenleaf Trust$35.1M02026-06-30
Vise Technologies, Inc.$34.6M02026-06-30
Berkshire Money Management, Inc.$34.4M102026-06-30
Ifp Advisors, Inc$33.8M3182026-06-30
Condor Capital Management$33.7M172026-06-30
Farther Finance Advisors, LLC$33.1M3342026-06-30
TD Waterhouse Canada Inc.$32.5M02026-06-30
Ewa, LLC$32.2M92026-06-30
Citigroup Inc$32.1M02026-06-30
Captrust Financial Advisors$31M9622026-06-30
Orion Porfolio Solutions, LLC$30.9M1992026-06-30
Brookstone Capital Management$30.7M3372026-06-30
Chesapeake Financial Advisors$30.1M22026-06-30
Droms Strauss Advisors Inc /mo/ /adv$30.1M52026-06-30
Keen Wealth Advisors$30M222026-06-30
Horst & Graben Wealth Management, LLC$30M52026-06-30
Steelpeak Wealth, LLC$29.9M422026-06-30
Savant Wealth Management$29.7M4052026-06-30
Principal Securities, Inc.$29.3M1,4632026-06-30
Praetorian Wealth Management, Inc.$29M72026-06-30
Integrity Alliance, Llc.$28.9M3532026-06-30
1834 Investment Advisors Co$28.5M162026-06-30
Pathstone Holdings, LLC$28.4M02026-06-30
Jfs Wealth Advisors, LLC$28.4M332026-06-30
The Wealth Alliance, LLC$28M122026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$27.7M02025-12-31
Pettinga Financial Advisors LLC$27.5M82026-06-30
Ddfg, Inc$27.3M52026-06-30
Greenup Street Wealth Management LLC$27.3M202026-06-30
Liberty Wealth Management LLC$27.2M252026-06-30
Spire Wealth Management$27.1M32026-06-30
Phillips Financial Management, LLC$27.1M152026-06-30
Physician Wealth Advisors, Inc.$27.1M92026-06-30
Pax Financial Group, LLC$26.8M152026-06-30
Summit Financial, LLC$26.6M2292026-06-30
Planning Directions Inc$26.2M62026-06-30
Clearstead; Clearstead Advisory Solutions$26.1M642026-06-30
Concurrent Investment Advisors, LLC$26M3492026-06-30
Callan Family Office, LLC$25.6M02026-06-30
Rwa Wealth Partners, LLC$25.5M722026-06-30
Security Financial Services, Inc.$25.3M102026-06-30
Northrock Partners, LLC$25M912026-06-30
One Wealth Advisors, LLC$24.4M112026-06-30
Kestra Private Wealth Services, LLC$24.3M2062026-06-30
Integrated Wealth Concepts LLC$23.9M4802026-06-30
Wealthplan Investment Management, LLC$23.8M292026-06-30
Corecap Advisors, LLC$23.8M1182026-06-30
Advisory Services Network$23.8M2532026-06-30
Lutz Financial Services LLC$23.7M152026-06-30
Cahill Financial Advisors, Inc.$23.5M122026-06-30
Scissortail Wealth Management, LLC$23.4M82026-06-30
Per Stirling Capital Management, Llc.$23.4M312026-06-30
Trek Financial, LLC$23.2M632026-06-30
Keystone Financial Services$22.8M42026-06-30
Detalus Advisors, LLC$22.7M132026-06-30
Rothschild Wealth LLC$22.7M312026-06-30
Bnp Paribas Financial Markets$22.4M02026-06-30
Signature Wealth Management Partners, LLC$22.4M52026-06-30
Watts Gwilliam & Company, LLC$22.3M92025-09-30
Mesirow Financial Investment Management, Inc.$22.2M922026-06-30
Choreo, LLC$22.1M1482026-06-30
Ashton Thomas Private Wealth, LLC$22.1M962026-06-30
Silveroak Wealth Management LLC$22M72026-06-30
Sigma Planning Corp$21.8M4742026-06-30
Ironwood Financial, LLC$21.6M82026-06-30
Mv Capital Management, Inc.$21.5M82026-06-30
Ghp Investment Advisors Inc$21.4M272026-06-30
Adg Wealth Management Group, LLC$21.3M32026-06-30
Narwhal Capital Management$21.1M112026-06-30
Sovran Advisors, LLC$20.9M702026-06-30
Kelly Financial Services LLC$20.9M72026-06-30
Cullen/frost Bankers, Inc.$20.7M02026-06-30
Merit Financial Group, LLC$20.7M2952026-06-30
Apollon Wealth Management, LLC$20.5M1512026-06-30
Swmg, LLC$20.5M82026-06-30
Cosner Financial Group, LLC$20.3M42026-06-30
First Merchants Corp$20.2M02026-06-30
Waterway Wealth Management, LLC$20.2M62026-06-30
Bokf, NA$20.2M02026-06-30
Bok Financial Private Wealth, Inc.$20.1M272026-06-30
Steward Partners Investment Advisory, LLC$20M4812026-06-30
M1 Capital Management LLC$19.9M62026-06-30
Diversify Advisory Services, LLC$19.6M1162026-06-30
Diversify Wealth Management, LLC$19.6M782026-06-30
Ameritas Investment Partners, Inc.$19M72026-06-30
Elevated Financial Group LLC$19M72026-06-30
The Goff Financial Group$18.6M22026-06-30
Horizon Wealth Management$18.6M62026-06-30
J.W. Cole Advisors, Inc.$18.6M4992026-06-30
Legacy Financial Group LLC$18.5M82026-06-30
First Hawaiian Bank$18.4M02026-06-30
TD Private Client Wealth LLC$18.4M5352026-06-30
Saiph Capital, LLC$18.4M22026-06-30
Regal Investment Advisors LLC$18.3M1172026-06-30
Arkadios Wealth Advisors$18.2M2262026-06-30
Trustmark Bank Trust Department$18.2M02026-06-30
Financial Enhancement Group LLC$17.9M272026-06-30
Ep Wealth Advisors, LLC$17.9M3382026-06-30
Coppell Advisory Solutions LLC$17.6M762026-06-30
Astoria Strategic Wealth, Inc.$17.6M82026-06-30
Blue Edge Capital, LLC$17.4M42026-06-30
One Advisory Partners, LLC$17.4M72026-06-30
Instrumental Wealth, LLC$17.1M52026-06-30
McMorgan & Co LLC$17M12026-06-30
Commerce Bank$17M02026-06-30
Stokes Family Office LLC$17M122026-06-30
Rtd Financial Advisors, Inc.$16.9M202026-06-30
Alvarez & Marsal Private Wealth Partners, LLC$16.9M02026-06-30
Blue Trust, Inc.$16.6M02026-06-30
Allworth Financial, LP$16.5M3172026-06-30
Independent Solutions Wealth Management, LLC$16.4M302026-06-30
Snowden Capital Advisors LLC$16.4M1222026-06-30
Modera Wealth Management, LLC$16.4M1352026-06-30
Plancorp, LLC$16.2M522026-06-30
Associated Banc-Corp$16M02026-06-30
Beese Fulmer Investment Management, Inc.$15.9M72026-06-30
Sacks & Associates, LLC$15.8M22026-06-30
Brass Tax Wealth Management, Inc$15.8M02025-09-30
Trust Point Inc.$15.7M02026-06-30
Citizens Financial Group Inc/ri$15.7M02026-06-30
Scarborough Advisors, LLC$15.6M152026-06-30
Quantinno Capital Management LP$15.6M02026-06-30
Occidental Asset Management, LLC$15.3M122026-06-30
Lansing Street Advisors$15.2M62026-06-30
Ironwood Wealth Management, Inc.$15.2M32026-06-30
Cypress Wealth Services, LLC$15.1M142026-06-30
Texas Capital Bank Private Wealth Advisors$15.1M552026-06-30
Wilmington Savings Fund Society, Fsb$15M02026-06-30
Finemark National Bank & Trust$14.9M02025-12-31
Alesco Advisors, LLC, An Esl Company$14.7M142026-06-30
Csenge Advisory Group$14.6M752026-06-30
Ausdal Financial Partners, Inc.$14.6M1892026-06-30
Parallel Advisors, LLC$14.6M752026-06-30
Laird Norton Wetherby Trust Company, LLC$14.3M02026-06-30
Bank Pictet & Cie (europe) AG$14.3M02026-06-30
Foster Victor Wealth Advisors, LLC$14.3M202026-06-30
Invst, LLC$14.2M332026-06-30
Ieq Capital, LLC$14.1M1972026-06-30
Pinnacle Financial Partners, Inc.$14.1M02026-06-30
Guidance Point Advisors, LLC$14.1M52026-06-30
Bkm Wealth Management, LLC$14M62026-06-30
Mutual Advisors, LLC$13.9M1532026-06-30
Bay Harbor Wealth Management, LLC$13.8M32026-06-30
Amundi$13.6M02026-06-30
McNaughton Wealth Management, LLC$13.6M42026-06-30

The 250 largest of 1,846 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30