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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,772
shares
|
$371,428
0.02% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
1,771
shares
|
$371,219
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
1,764
shares
|
$369,752
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
1,752
shares
|
$367,236
0.11% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,750
shares
|
$366,817
0.08% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,750
shares
|
$366,817
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,747
shares
|
$366,188
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
1,746
shares
|
$365,979
0.08% of portfolio
|
Q3 2025
Added 56.73%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,744
shares
|
$365,559
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
1,743
shares
|
$365,350
0.05% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
1,742
shares
|
$365,140
0.18% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
1,737
shares
|
$364,092
0.03% of portfolio
|
Q3 2025
Added 28.48%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,732
shares
|
$363,044
0.11% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,729
shares
|
$362,415
0.09% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,728
shares
|
$362,206
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
1,720
shares
|
$360,529
0.13% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,720
shares
|
$360,529
0.29% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,719
shares
|
$360,319
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
1,719
shares
|
$360,319
0.03% of portfolio
|
Q1 2024
Reduced 82.36%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,719
shares
|
$360,319
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
1,718
shares
|
$360,109
0.48% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
1,718
shares
|
$360,109
0.25% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
1,715
shares
|
$359,481
0.01% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,711
shares
|
$358,642
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
1,711
shares
|
$358,642
0.13% of portfolio
|
Q3 2025
Added 20.49%
|
|