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 |
|---|---|---|---|---|---|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
1,484
shares
|
$311,061
0.03% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,482
shares
|
$310,642
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,482
shares
|
$310,642
0.1% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,478
shares
|
$309,803
0.0% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
1,475
shares
|
$309,174
0.04% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
1,470
shares
|
$308,126
0.07% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
1,466
shares
|
$307,288
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,460
shares
|
$306,030
0.04% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
1,453
shares
|
$304,563
0.1% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
1,451
shares
|
$304,144
0.16% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,441
shares
|
$302,048
0.07% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,432
shares
|
$300,161
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
1,428
shares
|
$299,323
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
1,427
shares
|
$299,113
0.04% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
1,426
shares
|
$298,903
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
1,423
shares
|
$298,275
0.09% of portfolio
|
Q2 2025
Reduced 37.51%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
1,419
shares
|
$297,436
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,415
shares
|
$296,598
0.03% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
1,411
shares
|
$295,759
0.1% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,408
shares
|
$295,130
0.12% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
1,408
shares
|
$295,130
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$293,454
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
1,400
shares
|
$293,454
0.06% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
1,399
shares
|
$293,244
0.04% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,392
shares
|
$291,777
0.13% of portfolio
|
Q4 2022
New holding
|
|