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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,742
shares
|
$574,750
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
2,742
shares
|
$574,750
0.24% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,740
shares
|
$574,331
0.05% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
2,732
shares
|
$572,654
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
2,721
shares
|
$570,348
0.01% of portfolio
|
Q3 2025
Added 37.42%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,714
shares
|
$568,881
0.12% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
2,700
shares
|
$565,947
0.16% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,694
shares
|
$564,689
0.01% of portfolio
|
Q3 2025
Added 33.37%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,693
shares
|
$564,479
0.25% of portfolio
|
Q1 2023
Reduced 36.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
2,689
shares
|
$563,641
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,687
shares
|
$563,222
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
2,670
shares
|
$559,658
0.16% of portfolio
|
Q3 2025
Added 37.42%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
2,664
shares
|
$558,401
0.15% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,662
shares
|
$557,981
0.04% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
2,638
shares
|
$552,951
0.05% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,630
shares
|
$551,274
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
2,611
shares
|
$547,291
0.05% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
2,606
shares
|
$546,243
0.19% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
2,604
shares
|
$545,824
0.04% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
2,600
shares
|
$544,986
0.01% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,596
shares
|
$544,147
0.03% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
2,593
shares
|
$543,518
0.41% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,590
shares
|
$542,889
0.15% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
2,585
shares
|
$541,841
0.04% of portfolio
|
Q3 2025
Added 38.98%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2,567
shares
|
$538,068
0.18% of portfolio
|
Q3 2025
Added 0.47%
|
|