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 |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
1,149
shares
|
$240,841
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
1,148
shares
|
$240,632
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,145
shares
|
$240,003
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
1,145
shares
|
$240,003
0.07% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
1,145
shares
|
$240,003
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
1,143
shares
|
$239,584
0.05% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
1,136
shares
|
$238,116
0.03% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,134
shares
|
$237,697
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
1,133
shares
|
$237,488
0.17% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
1,129
shares
|
$236,649
0.16% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
1,126
shares
|
$236,020
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,119
shares
|
$234,553
0.01% of portfolio
|
Q3 2025
Reduced 67.54%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
1,116
shares
|
$233,924
0.04% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,113
shares
|
$233,295
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,112
shares
|
$233,086
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
1,112
shares
|
$233,086
0.15% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
1,099
shares
|
$230,361
0.18% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
1,095
shares
|
$229,522
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,094
shares
|
$229,313
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,091
shares
|
$228,684
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
1,091
shares
|
$228,684
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
1,090
shares
|
$228,474
0.14% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
1,087
shares
|
$227,846
0.05% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
1,084
shares
|
$227,217
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
1,077
shares
|
$225,749
0.1% of portfolio
|
Q3 2025
Reduced 9.65%
|
|