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 |
|---|---|---|---|---|---|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,701
shares
|
$356,546
0.24% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,700
shares
|
$356,337
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,696
shares
|
$355,498
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,693
shares
|
$354,869
0.05% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,691
shares
|
$354,450
0.11% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,682
shares
|
$352,564
0.28% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$349,419
0.01% of portfolio
|
Q4 2021
Added 24.59%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,662
shares
|
$348,371
0.06% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
1,656
shares
|
$347,114
0.03% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,651
shares
|
$346,066
0.04% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
1,650
shares
|
$345,856
0.17% of portfolio
|
Q4 2020
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
1,649
shares
|
$345,646
0.06% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
1,646
shares
|
$345,018
0.01% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
1,645
shares
|
$344,808
0.03% of portfolio
|
Q3 2025
Reduced 27.63%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
1,641
shares
|
$343,970
0.06% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
1,639
shares
|
$343,550
0.1% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
1,633
shares
|
$342,293
0.24% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
1,626
shares
|
$340,825
0.04% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,620
shares
|
$339,568
0.1% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,615
shares
|
$338,520
0.18% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
1,615
shares
|
$338,520
0.19% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
1,606
shares
|
$336,633
0.05% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
1,604
shares
|
$336,214
0.2% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
1,600
shares
|
$335,376
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
1,595
shares
|
$334,327
0.15% of portfolio
|
Q3 2025
Added 8.5%
|
|