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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
12,701
shares
|
$2.66 Million
0.44% of portfolio
|
Q3 2025
Added 92.44%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
12,577
shares
|
$2.64 Million
0.65% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
12,508
shares
|
$2.62 Million
1.16% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
12,505
shares
|
$2.62 Million
0.44% of portfolio
|
Q3 2025
Added 30.18%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
12,473
shares
|
$2.61 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
12,461
shares
|
$2.61 Million
0.18% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
12,406
shares
|
$2.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
12,333
shares
|
$2.59 Million
0.76% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
12,295
shares
|
$2.58 Million
0.13% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,162
shares
|
$2.55 Million
1.9% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
12,153
shares
|
$2.55 Million
0.17% of portfolio
|
Q3 2025
Added 130.43%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
12,055
shares
|
$2.53 Million
0.23% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
12,047
shares
|
$2.53 Million
1.47% of portfolio
|
Q4 2023
Added 0.28%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
12,036
shares
|
$2.52 Million
0.24% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
12,020
shares
|
$2.52 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
12,005
shares
|
$2.52 Million
1.04% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
12,001
shares
|
$2.52 Million
0.5% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
11,945
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
11,936
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
11,858
shares
|
$2.49 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
11,841
shares
|
$2.48 Million
0.3% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
11,827
shares
|
$2.48 Million
2.41% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
11,613
shares
|
$2.43 Million
0.5% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
11,518
shares
|
$2.41 Million
0.78% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
11,503
shares
|
$2.41 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.69%
|
|