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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
7,970
shares
|
$1.67 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,950
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
7,939
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,927
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
7,885
shares
|
$1.65 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,875
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
7,821
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
7,772
shares
|
$1.63 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
7,697
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2025
Added 43.12%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
7,695
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
7,603
shares
|
$1.59 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
7,545
shares
|
$1.58 Million
0.16% of portfolio
|
Q3 2025
Reduced 31.47%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
7,541
shares
|
$1.58 Million
0.19% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,520
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Added 247.99%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
7,501
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
7,489
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
7,468
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
7,447
shares
|
$1.56 Million
0.19% of portfolio
|
Q3 2023
Reduced 14.53%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,445
shares
|
$1.56 Million
1.13% of portfolio
|
Q3 2025
Added 152.46%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
7,439
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.97%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,418
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,357
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
7,300
shares
|
$1.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
7,284
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
7,274
shares
|
$1.52 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.52%
|
|