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 |
|---|---|---|---|---|---|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$251,532
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
1,199
shares
|
$251,322
0.08% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,198
shares
|
$251,112
0.02% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,191
shares
|
$249,645
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
1,191
shares
|
$249,645
0.08% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
1,189
shares
|
$249,226
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
1,187
shares
|
$248,807
0.19% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
1,185
shares
|
$248,387
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
1,177
shares
|
$246,710
0.13% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
1,177
shares
|
$246,710
0.1% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,175
shares
|
$246,291
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,175
shares
|
$246,291
0.0% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,172
shares
|
$245,662
0.05% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,171
shares
|
$245,453
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
1,168
shares
|
$244,824
0.11% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,165
shares
|
$244,195
0.12% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Oct 29, 2025 Q3 2025 |
1,161
shares
|
$243,357
0.28% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
1,158
shares
|
$242,728
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
1,154
shares
|
$241,889
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
1,153
shares
|
$241,680
0.01% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
1,152
shares
|
$241,470
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,152
shares
|
$241,470
0.18% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
1,151
shares
|
$241,261
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,150
shares
|
$241,051
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,150
shares
|
$241,051
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|