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 |
|---|---|---|---|---|---|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
3,167
shares
|
$663,834
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
3,163
shares
|
$662,996
0.01% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,130
shares
|
$656,079
0.27% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,124
shares
|
$654,821
0.01% of portfolio
|
Q3 2025
Added 61.53%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
3,114
shares
|
$652,725
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
3,114
shares
|
$652,725
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
3,110
shares
|
$651,887
0.26% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
3,107
shares
|
$651,258
0.08% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
3,090
shares
|
$647,694
0.51% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
3,082
shares
|
$646,018
0.25% of portfolio
|
Q3 2025
Added 30.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,076
shares
|
$644,760
0.02% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
3,067
shares
|
$642,873
1.37% of portfolio
|
Q3 2025
Added 180.6%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,061
shares
|
$641,616
0.09% of portfolio
|
Q4 2022
Reduced 14.16%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,061
shares
|
$641,616
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
3,057
shares
|
$640,777
0.25% of portfolio
|
Q3 2025
Added 36.66%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
3,054
shares
|
$640,148
0.12% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
3,038
shares
|
$636,795
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
3,022
shares
|
$633,441
0.19% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
3,009
shares
|
$630,716
0.33% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,998
shares
|
$628,410
0.05% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,985
shares
|
$625,685
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,981
shares
|
$624,847
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
2,976
shares
|
$623,799
0.3% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,973
shares
|
$623,170
0.05% of portfolio
|
Q4 2022
Reduced 13.93%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,969
shares
|
$622,332
0.33% of portfolio
|
Q3 2024
Reduced 0.3%
|
|