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 1,766 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,343
shares
|
$6.15 Million
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
29,262
shares
|
$6.13 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,232
shares
|
$6.13 Million
0.02% of portfolio
|
Q3 2025
Added 81.99%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
29,078
shares
|
$6.1 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
28,944
shares
|
$6.07 Million
0.34% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
28,871
shares
|
$6.05 Million
4.45% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,192
shares
|
$5.91 Million
0.48% of portfolio
|
Q4 2022
Added 18.25%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
28,186
shares
|
$5.91 Million
2.62% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
28,128
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
28,013
shares
|
$5.87 Million
0.06% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
27,932
shares
|
$5.85 Million
0.64% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
27,831
shares
|
$5.83 Million
2.51% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
27,445
shares
|
$5.75 Million
2.65% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
27,407
shares
|
$5.74 Million
1.34% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
27,337
shares
|
$5.73 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
27,323
shares
|
$5.73 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
27,224
shares
|
$5.71 Million
1.32% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
27,060
shares
|
$5.67 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
26,919
shares
|
$5.64 Million
3.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
26,794
shares
|
$5.62 Million
0.91% of portfolio
|
Q3 2025
Reduced 16.63%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
26,643
shares
|
$5.58 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
26,558
shares
|
$5.57 Million
0.14% of portfolio
|
Q3 2025
Added 42.04%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
26,308
shares
|
$5.51 Million
0.09% of portfolio
|
Q3 2025
Added 51.95%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
26,271
shares
|
$5.51 Million
0.1% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
26,195
shares
|
$5.49 Million
2.31% of portfolio
|
Q3 2025
Added 9.03%
|
|