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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
9,085
shares
|
$1.9 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
9,068
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
9,065
shares
|
$1.9 Million
1.0% of portfolio
|
Q3 2025
Added 35.2%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
9,049
shares
|
$1.9 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
9,043
shares
|
$1.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
9,010
shares
|
$1.89 Million
0.17% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
8,931
shares
|
$1.87 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,926
shares
|
$1.87 Million
0.81% of portfolio
|
Q3 2025
Added 54.94%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,811
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
8,737
shares
|
$1.83 Million
1.04% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
8,734
shares
|
$1.83 Million
1.29% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
8,700
shares
|
$1.82 Million
1.48% of portfolio
|
Q3 2025
Added 50.34%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
8,696
shares
|
$1.82 Million
0.63% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
8,645
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,641
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,619
shares
|
$1.81 Million
0.49% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
8,539
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
8,523
shares
|
$1.79 Million
0.28% of portfolio
|
Q3 2025
Added 170.49%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,521
shares
|
$1.79 Million
0.3% of portfolio
|
Q3 2021
Reduced 0.57%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
8,500
shares
|
$1.78 Million
0.46% of portfolio
|
Q3 2020
Added 54.55%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,427
shares
|
$1.77 Million
0.25% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
8,419
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
8,411
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
8,406
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
8,373
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.28%
|
|