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 |
|---|---|---|---|---|---|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
14,138
shares
|
$2.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 29.79%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
14,083
shares
|
$2.95 Million
0.12% of portfolio
|
Q3 2025
Added 211.16%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
14,000
shares
|
$2.93 Million
0.91% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
13,913
shares
|
$2.92 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
13,906
shares
|
$2.91 Million
2.42% of portfolio
|
Q3 2025
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
13,868
shares
|
$2.91 Million
0.07% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,783
shares
|
$2.89 Million
0.06% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
13,703
shares
|
$2.87 Million
1.56% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
13,657
shares
|
$2.86 Million
1.14% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,558
shares
|
$2.84 Million
0.53% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
13,422
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
13,369
shares
|
$2.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
13,352
shares
|
$2.8 Million
0.67% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
13,330
shares
|
$2.79 Million
1.21% of portfolio
|
Q2 2023
Reduced 3.62%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
13,259
shares
|
$2.78 Million
0.57% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
13,250
shares
|
$2.78 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
13,084
shares
|
$2.74 Million
0.68% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
13,056
shares
|
$2.74 Million
1.37% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
13,019
shares
|
$2.73 Million
0.3% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
13,018
shares
|
$2.73 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
13,012
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
12,929
shares
|
$2.71 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
12,852
shares
|
$2.69 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,816
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
12,757
shares
|
$2.67 Million
1.94% of portfolio
|
Q3 2025
Reduced 80.35%
|
|