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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
20,850
shares
|
$4.37 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
20,744
shares
|
$4.35 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
20,651
shares
|
$4.33 Million
0.75% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,646
shares
|
$4.33 Million
0.99% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
20,308
shares
|
$4.26 Million
0.3% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
20,118
shares
|
$4.22 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
20,111
shares
|
$4.22 Million
3.75% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
20,062
shares
|
$4.21 Million
1.63% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
19,767
shares
|
$4.14 Million
0.93% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
19,753
shares
|
$4.14 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
19,745
shares
|
$4.14 Million
1.96% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
19,686
shares
|
$4.13 Million
0.53% of portfolio
|
Q1 2023
Added 41.89%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
19,668
shares
|
$4.12 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
19,643
shares
|
$4.12 Million
1.12% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,643
shares
|
$4.12 Million
2.4% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
19,492
shares
|
$4.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.47%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
19,466
shares
|
$4.08 Million
1.21% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,346
shares
|
$4.06 Million
0.09% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
19,317
shares
|
$4.05 Million
0.05% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
19,233
shares
|
$4.03 Million
0.11% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
19,037
shares
|
$3.99 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Florin Court Capital LLP
|
Nov 03, 2025 Q3 2025 |
19,000
shares
|
$3.98 Million
3.16% of portfolio
|
Q3 2025
Added 211.48%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
18,974
shares
|
$3.98 Million
1.48% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
18,926
shares
|
$3.97 Million
1.37% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
18,856
shares
|
$3.95 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.92%
|
|