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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,967
shares
|
$621,912
0.08% of portfolio
|
Q1 2025
Reduced 91.39%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
2,955
shares
|
$619,397
0.62% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
2,955
shares
|
$619,397
0.26% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
2,949
shares
|
$618,139
0.4% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,938
shares
|
$615,834
0.2% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
2,916
shares
|
$611,222
0.5% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
2,916
shares
|
$611,222
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$609,126
0.01% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,902
shares
|
$608,288
0.21% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,890
shares
|
$605,772
0.04% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
2,875
shares
|
$602,628
0.06% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,871
shares
|
$601,790
0.02% of portfolio
|
Q3 2025
Added 36.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,854
shares
|
$598,226
0.0% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,850
shares
|
$597,388
0.02% of portfolio
|
Q3 2025
Added 86.52%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,832
shares
|
$593,615
0.26% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,825
shares
|
$592,148
0.09% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
2,823
shares
|
$591,729
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
2,817
shares
|
$590,471
0.03% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,816
shares
|
$590,261
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
2,800
shares
|
$586,908
0.07% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
2,778
shares
|
$582,296
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,775
shares
|
$581,667
0.02% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
2,765
shares
|
$579,571
0.25% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,764
shares
|
$579,362
0.31% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,763
shares
|
$579,152
0.07% of portfolio
|
Q3 2025
Reduced 0.68%
|
|