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 |
|---|---|---|---|---|---|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
16,883
shares
|
$3.54 Million
0.4% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
16,727
shares
|
$3.51 Million
1.07% of portfolio
|
Q3 2025
Reduced 88.83%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,665
shares
|
$3.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
16,664
shares
|
$3.49 Million
0.06% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
16,617
shares
|
$3.48 Million
0.14% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,612
shares
|
$3.48 Million
0.42% of portfolio
|
Q3 2022
Added 490.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,597
shares
|
$3.48 Million
0.09% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,525
shares
|
$3.46 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
16,512
shares
|
$3.46 Million
0.17% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
16,465
shares
|
$3.45 Million
1.51% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
16,457
shares
|
$3.45 Million
0.03% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
16,443
shares
|
$3.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
16,355
shares
|
$3.43 Million
0.07% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
16,270
shares
|
$3.41 Million
0.28% of portfolio
|
Q3 2025
Added 51.31%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
16,255
shares
|
$3.41 Million
1.84% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
16,159
shares
|
$3.39 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
16,159
shares
|
$3.39 Million
0.04% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
16,135
shares
|
$3.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
16,082
shares
|
$3.37 Million
1.39% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
15,899
shares
|
$3.33 Million
1.3% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
15,788
shares
|
$3.31 Million
0.55% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
15,752
shares
|
$3.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
15,669
shares
|
$3.28 Million
0.86% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
15,634
shares
|
$3.28 Million
0.18% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
15,532
shares
|
$3.26 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.09%
|
|