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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
3,358
shares
|
$703,870
0.12% of portfolio
|
Q3 2025
Added 120.05%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,356
shares
|
$703,451
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
3,336
shares
|
$699,258
0.48% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
3,329
shares
|
$697,791
0.02% of portfolio
|
Q3 2025
Added 37.85%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
3,327
shares
|
$697,372
0.19% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,327
shares
|
$697,372
0.12% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,304
shares
|
$692,551
0.04% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,292
shares
|
$690,036
0.21% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
3,290
shares
|
$689,616
0.29% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,273
shares
|
$686,053
0.09% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
3,267
shares
|
$684,795
0.03% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,260
shares
|
$683,328
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,260
shares
|
$683,328
0.03% of portfolio
|
Q2 2021
Added 0.77%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
3,246
shares
|
$680,394
0.78% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
3,234
shares
|
$677,878
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,232
shares
|
$677,459
0.41% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
3,222
shares
|
$675,363
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
3,221
shares
|
$675,153
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3,221
shares
|
$675,153
0.13% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
3,221
shares
|
$675,153
0.3% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,193
shares
|
$669,284
0.05% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
3,191
shares
|
$668,865
0.15% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
3,186
shares
|
$667,817
0.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
3,182
shares
|
$666,979
0.26% of portfolio
|
Q3 2025
Added 48.97%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,174
shares
|
$665,302
0.08% of portfolio
|
Q3 2025
Reduced 20.13%
|
|