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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,389
shares
|
$291,148
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,388
shares
|
$290,938
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,387
shares
|
$290,729
0.04% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,384
shares
|
$290,100
0.01% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,383
shares
|
$289,890
0.01% of portfolio
|
Q1 2023
Reduced 2.26%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
1,378
shares
|
$288,842
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
1,372
shares
|
$287,584
0.05% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,365
shares
|
$286,117
0.09% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
1,362
shares
|
$285,488
0.08% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
1,361
shares
|
$285,279
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,355
shares
|
$284,021
0.08% of portfolio
|
Q4 2022
Reduced 6.87%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,353
shares
|
$283,602
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,350
shares
|
$282,973
0.02% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,348
shares
|
$282,554
0.14% of portfolio
|
Q2 2023
Reduced 13.76%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
1,348
shares
|
$282,554
0.09% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
1,346
shares
|
$282,135
0.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,344
shares
|
$281,715
0.01% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
1,344
shares
|
$281,715
0.07% of portfolio
|
Q3 2025
Reduced 86.29%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
1,341
shares
|
$281,087
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
1,334
shares
|
$279,619
0.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,334
shares
|
$279,619
0.03% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
1,332
shares
|
$279,200
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,331
shares
|
$278,990
0.28% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,330
shares
|
$278,781
0.17% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
1,330
shares
|
$278,781
0.63% of portfolio
|
Q3 2025
New holding
|
|