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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,212
shares
|
$463,657
0.0% of portfolio
|
Q3 2025
Reduced 44.46%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,206
shares
|
$462,399
0.02% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,200
shares
|
$461,142
0.09% of portfolio
|
Q3 2025
Added 198.1%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
2,200
shares
|
$461,142
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
2,199
shares
|
$460,932
0.1% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
2,190
shares
|
$459,045
0.03% of portfolio
|
Q4 2024
Added 70.69%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
2,190
shares
|
$459,045
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
2,183
shares
|
$457,578
0.05% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,175
shares
|
$455,901
0.07% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,173
shares
|
$455,482
0.05% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,172
shares
|
$455,272
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,172
shares
|
$455,272
0.08% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
2,166
shares
|
$454,015
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 04, 2025 Q3 2025 |
2,164
shares
|
$453,596
0.32% of portfolio
|
Q3 2025
Reduced 51.62%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,148
shares
|
$450,242
0.07% of portfolio
|
Q3 2025
Added 64.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,145
shares
|
$449,613
0.19% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,144
shares
|
$449,403
0.05% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
2,143
shares
|
$449,194
0.2% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,134
shares
|
$447,307
0.17% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
2,117
shares
|
$443,744
0.13% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,114
shares
|
$443,115
0.73% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
2,112
shares
|
$442,696
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
2,107
shares
|
$441,648
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
2,091
shares
|
$438,294
0.09% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,090
shares
|
$438,084
0.01% of portfolio
|
Q3 2025
Reduced 1.83%
|
|