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 |
|---|---|---|---|---|---|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
252,298
shares
|
$52.9 Million
2.98% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
245,888
shares
|
$51.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
245,376
shares
|
$51.4 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
242,138
shares
|
$50.8 Million
1.34% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
238,227
shares
|
$49.9 Million
0.09% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
237,957
shares
|
$49.9 Million
7.06% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
237,955
shares
|
$49.9 Million
4.15% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
228,424
shares
|
$47.9 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
222,823
shares
|
$46.7 Million
0.91% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
220,085
shares
|
$46.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
218,255
shares
|
$45.7 Million
0.55% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
211,410
shares
|
$44.3 Million
1.24% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
210,947
shares
|
$44.2 Million
0.87% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
204,855
shares
|
$42.9 Million
6.57% of portfolio
|
Q3 2025
Added 49.74%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
203,887
shares
|
$42.7 Million
10.69% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
203,599
shares
|
$42.7 Million
3.06% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
197,787
shares
|
$41.5 Million
3.48% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
193,529
shares
|
$40.6 Million
3.64% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
190,181
shares
|
$39.9 Million
19.41% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
190,108
shares
|
$39.8 Million
9.91% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
188,101
shares
|
$39.4 Million
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
184,882
shares
|
$38.8 Million
24.4% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
183,681
shares
|
$38.5 Million
2.5% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
179,293
shares
|
$37.6 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
179,185
shares
|
$37.6 Million
2.56% of portfolio
|
Q3 2025
Reduced 1.0%
|
|