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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,246
shares
|
$261,174
0.05% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
1,244
shares
|
$260,754
0.1% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,243
shares
|
$260,545
0.05% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,240
shares
|
$259,916
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,240
shares
|
$259,916
0.07% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
1,238
shares
|
$259,497
0.02% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
1,236
shares
|
$259,077
0.25% of portfolio
|
Q3 2025
Added 1831.25%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,234
shares
|
$258,658
0.07% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
1,227
shares
|
$257,191
0.11% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
1,227
shares
|
$257,191
0.09% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
1,221
shares
|
$255,933
0.01% of portfolio
|
Q3 2025
Added 28.66%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,220
shares
|
$255,724
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,219
shares
|
$255,514
0.05% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,215
shares
|
$254,676
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,215
shares
|
$254,676
0.02% of portfolio
|
Q1 2025
Reduced 70.78%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
1,214
shares
|
$254,466
0.21% of portfolio
|
Q3 2025
Reduced 26.33%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,213
shares
|
$254,256
0.02% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
1,210
shares
|
$253,628
0.02% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,209
shares
|
$253,418
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
1,208
shares
|
$253,208
0.09% of portfolio
|
Q3 2025
Reduced 42.39%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
1,208
shares
|
$253,208
0.05% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,206
shares
|
$252,789
0.09% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
1,206
shares
|
$252,789
0.11% of portfolio
|
Q3 2025
Reduced 45.85%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
1,203
shares
|
$252,160
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
1,201
shares
|
$251,741
0.13% of portfolio
|
Q3 2025
Reduced 2.04%
|
|