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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
5,953
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
5,949
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
5,948
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,935
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 29.3%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,908
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
5,900
shares
|
$1.24 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
5,897
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 44.43%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
5,856
shares
|
$1.23 Million
0.64% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
5,854
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
5,799
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
5,771
shares
|
$1.21 Million
0.73% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
5,767
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
5,763
shares
|
$1.21 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,743
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,706
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,696
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2022
Added 101.91%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
5,668
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
5,643
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2025
Reduced 89.27%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,638
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
5,581
shares
|
$1.17 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,576
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
5,542
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,533
shares
|
$1.16 Million
0.65% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
5,517
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
5,503
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2025
Reduced 19.86%
|
|