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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
1,984
shares
|
$415,866
0.03% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,978
shares
|
$414,608
0.05% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
1,970
shares
|
$412,931
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,969
shares
|
$412,722
0.01% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
1,965
shares
|
$411,883
0.25% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
1,964
shares
|
$411,674
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,963
shares
|
$411,464
0.04% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,961
shares
|
$411,045
0.07% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
1,959
shares
|
$410,625
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
1,946
shares
|
$407,901
0.14% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,943
shares
|
$407,272
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,940
shares
|
$406,643
0.25% of portfolio
|
Q2 2023
Reduced 4.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,938
shares
|
$406,224
0.01% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,935
shares
|
$405,595
0.28% of portfolio
|
Q2 2022
Reduced 14.57%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
1,932
shares
|
$404,966
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
1,924
shares
|
$403,289
0.18% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
1,917
shares
|
$401,822
0.07% of portfolio
|
Q1 2023
Reduced 60.59%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
1,912
shares
|
$400,774
0.03% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
1,909
shares
|
$400,145
0.02% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,900
shares
|
$398,259
0.01% of portfolio
|
Q3 2025
Added 15.36%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,891
shares
|
$396,372
0.13% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,891
shares
|
$396,372
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
1,887
shares
|
$395,534
0.32% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,885
shares
|
$395,114
0.17% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,883
shares
|
$394,695
0.03% of portfolio
|
Q3 2025
Reduced 30.36%
|
|