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 1,769 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
38,454
shares
|
$8.06 Million
0.38% of portfolio
|
Q3 2025
Added 88.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
38,191
shares
|
$8.01 Million
0.17% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
38,085
shares
|
$7.98 Million
2.3% of portfolio
|
Q3 2025
Added 52.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
38,075
shares
|
$7.98 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
37,893
shares
|
$7.94 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
37,649
shares
|
$7.89 Million
0.78% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
37,591
shares
|
$7.88 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
37,316
shares
|
$7.82 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
37,304
shares
|
$7.82 Million
4.82% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
37,291
shares
|
$7.82 Million
0.28% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
36,699
shares
|
$7.69 Million
3.95% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
36,322
shares
|
$7.61 Million
6.29% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
36,177
shares
|
$7.58 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
36,056
shares
|
$7.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
35,834
shares
|
$7.51 Million
2.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
35,764
shares
|
$7.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
35,584
shares
|
$7.46 Million
0.55% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
35,158
shares
|
$7.37 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
35,031
shares
|
$7.34 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
34,490
shares
|
$7.23 Million
0.09% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
34,393
shares
|
$7.21 Million
0.15% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
34,238
shares
|
$7.18 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
34,098
shares
|
$7.15 Million
0.12% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
34,067
shares
|
$7.14 Million
0.16% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
33,479
shares
|
$7.02 Million
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|