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 |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
3,950
shares
|
$827,959
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
3,928
shares
|
$823,348
0.12% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,916
shares
|
$820,832
0.01% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,898
shares
|
$817,059
0.14% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
3,895
shares
|
$816,430
0.25% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
3,888
shares
|
$814,963
0.11% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
3,879
shares
|
$813,077
0.02% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
3,873
shares
|
$811,819
0.12% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,867
shares
|
$810,561
0.13% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
3,867
shares
|
$810,561
0.21% of portfolio
|
Q3 2025
Reduced 71.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
3,863
shares
|
$809,723
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
3,856
shares
|
$808,256
0.06% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
3,848
shares
|
$806,579
0.17% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
3,812
shares
|
$799,033
0.1% of portfolio
|
Q3 2025
Reduced 83.61%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
3,801
shares
|
$796,727
0.26% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
3,783
shares
|
$792,954
0.13% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,777
shares
|
$791,696
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,762
shares
|
$788,552
0.09% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,757
shares
|
$787,504
0.04% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,755
shares
|
$787,085
0.04% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
3,694
shares
|
$774,299
0.09% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,677
shares
|
$770,735
0.08% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,672
shares
|
$769,687
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,649
shares
|
$764,866
0.02% of portfolio
|
Q4 2023
Reduced 29.37%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
3,647
shares
|
$764,447
0.46% of portfolio
|
Q4 2024
New holding
|
|