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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,075
shares
|
$225,330
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
1,068
shares
|
$223,863
0.01% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
1,068
shares
|
$223,863
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,057
shares
|
$221,557
0.0% of portfolio
|
Q3 2025
Added 188.01%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,057
shares
|
$221,557
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
1,055
shares
|
$221,138
0.11% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,054
shares
|
$220,928
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
1,053
shares
|
$220,719
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
1,050
shares
|
$220,090
0.12% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2025 Q3 2025 |
1,050
shares
|
$220,090
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
1,049
shares
|
$219,880
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
1,047
shares
|
$219,461
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
1,046
shares
|
$219,252
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,045
shares
|
$219,042
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
1,042
shares
|
$218,413
0.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,041
shares
|
$218,204
0.0% of portfolio
|
Q3 2025
Reduced 64.04%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
1,040
shares
|
$217,994
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,034
shares
|
$216,736
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
1,033
shares
|
$216,527
0.1% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,026
shares
|
$215,059
0.06% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
1,026
shares
|
$215,059
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
1,026
shares
|
$215,059
0.0% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
1,024
shares
|
$214,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,023
shares
|
$214,431
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
1,020
shares
|
$213,802
0.03% of portfolio
|
Q3 2025
Reduced 8.11%
|
|