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 |
|---|---|---|---|---|---|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
4,263
shares
|
$893,567
0.43% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,257
shares
|
$892,309
0.11% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
4,256
shares
|
$892,100
0.47% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,255
shares
|
$891,890
0.06% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,253
shares
|
$891,471
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
4,224
shares
|
$885,392
0.03% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
4,218
shares
|
$884,134
0.42% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
4,202
shares
|
$880,781
0.35% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
4,181
shares
|
$876,379
0.22% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,167
shares
|
$873,444
0.12% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
4,159
shares
|
$871,767
0.12% of portfolio
|
Q3 2025
Added 13.2%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,157
shares
|
$871,348
0.07% of portfolio
|
Q3 2025
Added 1126.25%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
4,152
shares
|
$870,300
0.15% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
4,150
shares
|
$869,881
0.06% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
4,150
shares
|
$869,881
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,136
shares
|
$866,946
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
4,071
shares
|
$853,322
0.03% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
4,066
shares
|
$852,274
0.69% of portfolio
|
Q4 2021
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,037
shares
|
$846,195
0.46% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
4,018
shares
|
$842,212
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
4,011
shares
|
$840,745
0.03% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
3,998
shares
|
$838,020
0.45% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
3,995
shares
|
$837,391
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
3,994
shares
|
$837,182
0.02% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
3,964
shares
|
$830,894
0.48% of portfolio
|
Q4 2024
New holding
|
|