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 |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
5,493
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,479
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2022
Added 94.22%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
5,474
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
5,461
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,434
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.86%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
5,420
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,396
shares
|
$1.13 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.8%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
5,383
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,381
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
5,364
shares
|
$1.12 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
5,345
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
5,333
shares
|
$1.12 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,330
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
5,329
shares
|
$1.12 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,326
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,315
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
5,309
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
5,296
shares
|
$1.11 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
5,296
shares
|
$1.11 Million
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,295
shares
|
$1.11 Million
0.69% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,272
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
5,256
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
5,213
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,209
shares
|
$1.09 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
5,209
shares
|
$1.09 Million
0.73% of portfolio
|
Q1 2025
Added 4.39%
|
|