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 |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$503,064
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,386
shares
|
$500,129
0.32% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
2,384
shares
|
$499,710
0.26% of portfolio
|
Q3 2025
Added 26.2%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,373
shares
|
$497,404
0.03% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,371
shares
|
$496,985
0.0% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,360
shares
|
$494,679
0.34% of portfolio
|
Q1 2025
Added 34.47%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
2,359
shares
|
$494,469
0.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
2,349
shares
|
$492,373
0.04% of portfolio
|
Q2 2023
Reduced 10.21%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
2,335
shares
|
$489,439
0.28% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,323
shares
|
$486,924
0.15% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,313
shares
|
$484,827
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
2,294
shares
|
$480,845
0.41% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,264
shares
|
$474,557
0.17% of portfolio
|
Q2 2025
Added 39.32%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
2,261
shares
|
$473,928
0.33% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,258
shares
|
$473,299
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,255
shares
|
$472,670
0.22% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
2,246
shares
|
$470,784
0.04% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
2,245
shares
|
$470,574
0.02% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
2,237
shares
|
$468,897
0.35% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,233
shares
|
$468,059
0.02% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,230
shares
|
$467,430
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
2,225
shares
|
$466,382
0.12% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
2,225
shares
|
$466,382
0.08% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
2,225
shares
|
$466,382
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
2,218
shares
|
$464,914
0.01% of portfolio
|
Q3 2025
Reduced 18.28%
|
|