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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
18,854
shares
|
$3.95 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
18,742
shares
|
$3.93 Million
0.38% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
18,723
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Added 75.14%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
18,698
shares
|
$3.92 Million
2.54% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
18,619
shares
|
$3.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,579
shares
|
$3.89 Million
1.35% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
18,481
shares
|
$3.87 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
18,420
shares
|
$3.86 Million
1.28% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
18,322
shares
|
$3.84 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
18,281
shares
|
$3.83 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
18,011
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
17,968
shares
|
$3.77 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
17,928
shares
|
$3.76 Million
1.84% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
17,861
shares
|
$3.74 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
17,846
shares
|
$3.74 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
17,423
shares
|
$3.65 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
17,374
shares
|
$3.64 Million
1.81% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
17,323
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
17,312
shares
|
$3.63 Million
0.5% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,312
shares
|
$3.63 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
17,291
shares
|
$3.62 Million
2.61% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
17,094
shares
|
$3.58 Million
0.13% of portfolio
|
Q3 2025
Added 24.41%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
17,093
shares
|
$3.58 Million
0.78% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
17,081
shares
|
$3.58 Million
0.38% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
17,031
shares
|
$3.57 Million
0.57% of portfolio
|
Q3 2025
Added 6879.92%
|
|