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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
1,020
shares
|
$213,802
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,017
shares
|
$213,173
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
1,014
shares
|
$212,544
0.06% of portfolio
|
Q3 2025
Reduced 82.07%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
1,009
shares
|
$211,496
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,009
shares
|
$211,496
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,002
shares
|
$210,029
0.07% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
1,001
shares
|
$209,819
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
1,000
shares
|
$209,610
0.01% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
997
shares
|
$208,981
0.08% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
996
shares
|
$208,771
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
994
shares
|
$208,352
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benin Management Corp
|
Oct 20, 2025 Q3 2025 |
990
shares
|
$207,513
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
990
shares
|
$207,513
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
988
shares
|
$207,094
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
988
shares
|
$207,094
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
982
shares
|
$205,837
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
982
shares
|
$205,837
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
980
shares
|
$205,417
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
979
shares
|
$205,208
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
978
shares
|
$204,998
0.0% of portfolio
|
Q3 2025
Reduced 50.53%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
978
shares
|
$204,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
972
shares
|
$203,740
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
969
shares
|
$203,112
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
966
shares
|
$202,483
0.03% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
963
shares
|
$201,854
0.01% of portfolio
|
Q2 2025
Reduced 50.41%
|
|