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 |
|---|---|---|---|---|---|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
5,197
shares
|
$1.09 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
5,168
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,135
shares
|
$1.08 Million
1.18% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,088
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
5,067
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
5,037
shares
|
$1.06 Million
0.32% of portfolio
|
Q2 2025
Added 375.19%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
5,037
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,020
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
5,020
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
5,019
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,013
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
5,002
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
5,000
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
4,981
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,971
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 22.0%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
4,960
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
4,925
shares
|
$1.03 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
4,895
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 34.86%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
4,874
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,845
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,806
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,798
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,785
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,772
shares
|
$1 Million
0.0% of portfolio
|
Q3 2022
Added 14.03%
|
|