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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
7,272
shares
|
$1.52 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
7,259
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,232
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
7,231
shares
|
$1.52 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
7,225
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
7,191
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,171
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
7,163
shares
|
$1.5 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
7,135
shares
|
$1.5 Million
1.1% of portfolio
|
Q3 2025
Added 485.8%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
7,126
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
7,074
shares
|
$1.48 Million
0.85% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,046
shares
|
$1.48 Million
0.89% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
7,016
shares
|
$1.47 Million
0.9% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,013
shares
|
$1.47 Million
0.32% of portfolio
|
Q3 2025
Reduced 36.65%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
7,003
shares
|
$1.47 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,988
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
6,958
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2022
Added 196.09%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
6,931
shares
|
$1.45 Million
1.16% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
6,927
shares
|
$1.45 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
6,897
shares
|
$1.45 Million
0.83% of portfolio
|
Q3 2024
Added 245.82%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
6,888
shares
|
$1.44 Million
0.51% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
6,888
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2025
Added 36.07%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
6,886
shares
|
$1.44 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,878
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
6,839
shares
|
$1.43 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.53%
|
|