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 |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
11,453
shares
|
$2.4 Million
0.06% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
11,377
shares
|
$2.38 Million
1.09% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
11,238
shares
|
$2.36 Million
0.31% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
11,203
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 68.38%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
11,166
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Added 45.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
11,074
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
11,005
shares
|
$2.31 Million
0.12% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
10,943
shares
|
$2.29 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
10,914
shares
|
$2.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
10,900
shares
|
$2.28 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
10,893
shares
|
$2.28 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,834
shares
|
$2.27 Million
0.29% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
10,828
shares
|
$2.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,824
shares
|
$2.27 Million
0.16% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
10,799
shares
|
$2.26 Million
0.39% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
10,795
shares
|
$2.26 Million
0.58% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
10,761
shares
|
$2.26 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
10,702
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
10,548
shares
|
$2.21 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,548
shares
|
$2.21 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
10,527
shares
|
$2.21 Million
0.52% of portfolio
|
Q3 2025
Added 122.65%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
10,476
shares
|
$2.2 Million
0.7% of portfolio
|
Q3 2025
Added 107.36%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
10,464
shares
|
$2.19 Million
1.19% of portfolio
|
Q3 2025
Added 17.36%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
10,457
shares
|
$2.19 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
10,334
shares
|
$2.17 Million
0.56% of portfolio
|
Q3 2025
Reduced 13.16%
|
|