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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
25,507
shares
|
$5.35 Million
2.75% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
25,503
shares
|
$5.35 Million
1.57% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
25,450
shares
|
$5.33 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
25,405
shares
|
$5.33 Million
3.46% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
25,230
shares
|
$5.29 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,173
shares
|
$5.28 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
25,118
shares
|
$5.26 Million
0.33% of portfolio
|
Q3 2025
Reduced 47.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25,077
shares
|
$5.26 Million
8.75% of portfolio
|
Q3 2023
Reduced 72.58%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
25,027
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
24,944
shares
|
$5.23 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
24,744
shares
|
$5.19 Million
1.7% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
24,500
shares
|
$5.14 Million
2.28% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
24,109
shares
|
$5.05 Million
1.55% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
23,882
shares
|
$5.01 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
23,816
shares
|
$4.99 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
23,752
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
23,706
shares
|
$4.97 Million
1.77% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
23,623
shares
|
$4.95 Million
2.77% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
23,505
shares
|
$4.93 Million
0.21% of portfolio
|
Q3 2025
Added 34.82%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
23,165
shares
|
$4.86 Million
2.19% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
23,143
shares
|
$4.85 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
23,140
shares
|
$4.85 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,108
shares
|
$4.84 Million
0.43% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
23,048
shares
|
$4.83 Million
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
22,940
shares
|
$4.81 Million
0.41% of portfolio
|
Q3 2025
Added 2.01%
|
|