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 |
|---|---|---|---|---|---|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,580
shares
|
$331,183
0.22% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,578
shares
|
$330,764
0.12% of portfolio
|
Q1 2023
Reduced 4.25%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
1,578
shares
|
$330,764
0.0% of portfolio
|
Q3 2025
Reduced 42.45%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,577
shares
|
$330,554
0.06% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
1,573
shares
|
$329,716
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
1,568
shares
|
$328,668
0.14% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
1,561
shares
|
$327,201
0.01% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,560
shares
|
$326,991
0.07% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,560
shares
|
$326,991
0.08% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,550
shares
|
$324,895
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
1,549
shares
|
$324,685
0.05% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,547
shares
|
$324,266
0.1% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,541
shares
|
$323,009
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
1,537
shares
|
$322,170
0.02% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
1,532
shares
|
$321,122
0.1% of portfolio
|
Q3 2025
Reduced 71.36%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,520
shares
|
$318,607
0.1% of portfolio
|
Q2 2022
Reduced 4.7%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,517
shares
|
$317,978
0.22% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,513
shares
|
$317,139
0.02% of portfolio
|
Q3 2025
Reduced 28.9%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,510
shares
|
$316,511
0.01% of portfolio
|
Q3 2025
Reduced 60.99%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,507
shares
|
$315,882
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
1,502
shares
|
$314,834
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$314,415
0.07% of portfolio
|
Q2 2020
Added 31.35%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,495
shares
|
$313,366
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
1,494
shares
|
$313,157
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,491
shares
|
$312,528
0.23% of portfolio
|
Q2 2025
Reduced 6.4%
|
|