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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,318
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
10,300
shares
|
$2.16 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,269
shares
|
$2.15 Million
0.12% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
10,258
shares
|
$2.15 Million
0.49% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
10,223
shares
|
$2.14 Million
0.73% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
10,220
shares
|
$2.14 Million
0.99% of portfolio
|
Q3 2025
Reduced 58.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,208
shares
|
$2.14 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,201
shares
|
$2.14 Million
0.69% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
10,188
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
10,186
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
10,181
shares
|
$2.13 Million
1.29% of portfolio
|
Q3 2025
Reduced 82.85%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
10,177
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
10,170
shares
|
$2.13 Million
0.59% of portfolio
|
Q3 2025
Added 40.63%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,143
shares
|
$2.13 Million
0.3% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
10,130
shares
|
$2.12 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
10,083
shares
|
$2.11 Million
0.41% of portfolio
|
Q3 2025
Added 24.96%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
10,035
shares
|
$2.1 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
10,024
shares
|
$2.1 Million
1.38% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
10,014
shares
|
$2.1 Million
1.5% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$2.1 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
9,952
shares
|
$2.09 Million
1.23% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
9,949
shares
|
$2.09 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,929
shares
|
$2.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,920
shares
|
$2.08 Million
2.45% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
9,872
shares
|
$2.07 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.52%
|
|