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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,794
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
6,776
shares
|
$1.42 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
6,733
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 266.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
6,725
shares
|
$1.41 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,713
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
6,712
shares
|
$1.41 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
6,680
shares
|
$1.4 Million
0.95% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
6,675
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Dec 29, 2025 Q3 2025 |
6,614
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.75%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
6,582
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
6,550
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,544
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Added 278.27%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,513
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,513
shares
|
$1.37 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,513
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
6,506
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,498
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
6,497
shares
|
$1.36 Million
0.53% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,482
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,479
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
6,472
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
6,438
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
6,409
shares
|
$1.34 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
6,406
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
6,385
shares
|
$1.34 Million
0.59% of portfolio
|
Q3 2025
Added 0.3%
|
|