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 |
|---|---|---|---|---|---|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
2,088
shares
|
$437,665
0.39% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
2,080
shares
|
$435,988
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
2,077
shares
|
$435,359
0.03% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
2,074
shares
|
$434,731
0.07% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
2,066
shares
|
$433,054
0.16% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,063
shares
|
$432,425
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
2,060
shares
|
$431,796
0.35% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
2,054
shares
|
$430,538
0.24% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
2,047
shares
|
$429,071
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,045
shares
|
$428,652
0.06% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
2,045
shares
|
$428,652
0.35% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,034
shares
|
$426,346
0.15% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,034
shares
|
$426,346
0.09% of portfolio
|
Q2 2024
Reduced 28.53%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,033
shares
|
$426,137
0.02% of portfolio
|
Q1 2025
Reduced 35.01%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
2,027
shares
|
$424,879
0.2% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
2,021
shares
|
$423,621
0.13% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
2,018
shares
|
$422,992
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
2,014
shares
|
$422,154
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,011
shares
|
$421,525
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
2,009
shares
|
$421,106
0.15% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,003
shares
|
$419,848
0.0% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$419,220
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,998
shares
|
$418,800
0.19% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,996
shares
|
$418,381
0.14% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,991
shares
|
$417,333
0.0% of portfolio
|
Q3 2025
Reduced 36.06%
|
|