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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,467
shares
|
$936,327
0.0% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,456
shares
|
$934,022
0.04% of portfolio
|
Q3 2025
Reduced 68.43%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
4,450
shares
|
$932,764
0.35% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
4,438
shares
|
$930,249
0.08% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
4,435
shares
|
$929,620
0.7% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,431
shares
|
$928,781
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,425
shares
|
$927,524
0.14% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
4,392
shares
|
$920,607
1.22% of portfolio
|
Q3 2025
Reduced 42.82%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,379
shares
|
$917,882
0.07% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
4,377
shares
|
$917,462
0.78% of portfolio
|
Q3 2025
Added 25.27%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
4,369
shares
|
$915,786
0.86% of portfolio
|
Q3 2025
Added 26.53%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
4,366
shares
|
$915,157
0.61% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
4,361
shares
|
$914,109
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,350
shares
|
$911,803
0.05% of portfolio
|
Q2 2018
Reduced 30.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
4,347
shares
|
$911,174
0.11% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,331
shares
|
$907,820
0.1% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
4,323
shares
|
$906,144
0.04% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
4,306
shares
|
$902,580
0.38% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,304
shares
|
$902,161
0.2% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,303
shares
|
$901,951
0.08% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4,300
shares
|
$901,323
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
4,300
shares
|
$901,323
0.56% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,287
shares
|
$898,598
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
4,274
shares
|
$895,873
0.12% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,263
shares
|
$893,567
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|