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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,755
shares
|
$996,695
0.04% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
4,753
shares
|
$996,276
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
4,751
shares
|
$995,857
0.57% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,737
shares
|
$992,922
0.05% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
4,727
shares
|
$990,826
0.13% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
4,686
shares
|
$982,232
0.38% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,669
shares
|
$978,669
0.41% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
4,657
shares
|
$976,153
0.26% of portfolio
|
Q2 2025
Added 113.14%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
4,607
shares
|
$965,673
0.02% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
4,584
shares
|
$960,852
0.14% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,584
shares
|
$960,852
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
4,577
shares
|
$959,384
0.11% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
4,569
shares
|
$957,708
0.59% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,560
shares
|
$955,821
0.03% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
4,555
shares
|
$954,773
0.38% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
4,553
shares
|
$954,354
1.01% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,539
shares
|
$951,419
0.52% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
4,538
shares
|
$951,210
0.24% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
4,525
shares
|
$948,485
0.07% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,511
shares
|
$945,550
0.04% of portfolio
|
Q2 2018
Added 8.26%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
4,493
shares
|
$941,777
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,487
shares
|
$940,520
0.04% of portfolio
|
Q2 2022
Added 12.43%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,481
shares
|
$939,262
1.05% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,480
shares
|
$939,052
0.32% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
4,472
shares
|
$937,375
0.13% of portfolio
|
Q4 2022
New holding
|
|