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 |
|---|---|---|---|---|---|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
2,563
shares
|
$537,230
0.16% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,552
shares
|
$534,924
0.52% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,544
shares
|
$533,247
0.0% of portfolio
|
Q3 2022
Reduced 3.01%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,544
shares
|
$533,247
0.16% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,515
shares
|
$527,169
0.11% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,511
shares
|
$526,330
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,500
shares
|
$524,025
0.01% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
2,500
shares
|
$524,025
0.13% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
2,490
shares
|
$521,928
0.15% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
2,487
shares
|
$521,300
0.44% of portfolio
|
Q3 2025
Added 22.63%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,477
shares
|
$519,203
0.03% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
2,467
shares
|
$517,107
0.02% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
2,467
shares
|
$517,107
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
2,461
shares
|
$515,850
0.19% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,460
shares
|
$515,640
0.1% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
2,460
shares
|
$515,640
0.37% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,454
shares
|
$514,382
0.41% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
2,453
shares
|
$514,173
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
2,453
shares
|
$514,173
0.0% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,447
shares
|
$512,915
0.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,440
shares
|
$511,448
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,424
shares
|
$508,094
0.1% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,416
shares
|
$506,417
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,415
shares
|
$506,208
0.04% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,404
shares
|
$503,902
0.32% of portfolio
|
Q3 2025
New holding
|
|