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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
8,351
shares
|
$1.75 Million
0.38% of portfolio
|
Q3 2025
Added 64.58%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
8,327
shares
|
$1.75 Million
0.67% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
8,315
shares
|
$1.74 Million
0.67% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,292
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2025
Reduced 24.72%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
8,291
shares
|
$1.74 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
8,271
shares
|
$1.73 Million
0.25% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
8,221
shares
|
$1.72 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
8,204
shares
|
$1.72 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
8,198
shares
|
$1.72 Million
0.71% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
8,188
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
8,183
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,155
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
8,149
shares
|
$1.71 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
8,118
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
8,097
shares
|
$1.7 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
8,082
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
8,082
shares
|
$1.69 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
8,063
shares
|
$1.69 Million
1.11% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,040
shares
|
$1.69 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,025
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2025
Added 21.08%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
8,014
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,008
shares
|
$1.68 Million
0.71% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
7,995
shares
|
$1.68 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
7,994
shares
|
$1.68 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
7,990
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|