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 |
|---|---|---|---|---|---|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
1,329
shares
|
$278,571
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
1,324
shares
|
$277,523
0.29% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
1,324
shares
|
$277,523
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
1,321
shares
|
$276,894
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,318
shares
|
$276,265
0.03% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
1,314
shares
|
$275,427
0.05% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,312
shares
|
$275,008
0.21% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,308
shares
|
$274,169
0.07% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,303
shares
|
$273,121
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$272,493
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
1,299
shares
|
$272,283
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
1,297
shares
|
$271,864
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,292
shares
|
$270,816
0.0% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
1,290
shares
|
$270,396
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,290
shares
|
$270,396
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
1,289
shares
|
$270,187
0.02% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,286
shares
|
$269,558
0.03% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$268,929
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
1,275
shares
|
$267,252
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
1,273
shares
|
$266,833
0.1% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
1,267
shares
|
$265,575
0.1% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,255
shares
|
$263,060
0.03% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$262,012
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
1,246
shares
|
$261,174
0.04% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,246
shares
|
$261,174
0.0% of portfolio
|
Q3 2025
New holding
|
|