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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
3,646
shares
|
$764,238
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
3,646
shares
|
$764,238
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
3,639
shares
|
$762,770
0.41% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
3,627
shares
|
$760,255
0.1% of portfolio
|
Q1 2023
Added 16.74%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
3,597
shares
|
$753,967
0.03% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
3,581
shares
|
$750,613
0.06% of portfolio
|
Q3 2025
Reduced 81.42%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
3,569
shares
|
$748,098
0.23% of portfolio
|
Q3 2025
Added 25.27%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
3,566
shares
|
$747,469
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
3,565
shares
|
$747,259
0.07% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
3,565
shares
|
$747,259
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,554
shares
|
$744,953
0.01% of portfolio
|
Q3 2025
Added 45.95%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,520
shares
|
$737,827
0.05% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
3,498
shares
|
$733,215
0.42% of portfolio
|
Q3 2025
Reduced 92.83%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
3,467
shares
|
$726,717
0.24% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,446
shares
|
$722,316
0.51% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
3,435
shares
|
$720,010
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
3,426
shares
|
$718,123
0.01% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,414
shares
|
$715,608
0.07% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$713,931
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$710,997
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
3,380
shares
|
$708,481
0.08% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,376
shares
|
$707,643
0.6% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
3,374
shares
|
$707,224
0.09% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,370
shares
|
$706,385
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
3,362
shares
|
$704,708
0.23% of portfolio
|
Q3 2025
Added 16.49%
|
|