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 1,769 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$20,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
100
shares
|
$20,961
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
95
shares
|
$19,912
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
93
shares
|
$19,493
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
92
shares
|
$19,284
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
87
shares
|
$18,236
0.0% of portfolio
|
Q1 2024
Reduced 64.63%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
85
shares
|
$17,816
0.0% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
82
shares
|
$17,188
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
81
shares
|
$16,978
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
80
shares
|
$16,768
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
75
shares
|
$15,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
75
shares
|
$15,720
0.0% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
74
shares
|
$15,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
73
shares
|
$15,301
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
73
shares
|
$15,301
0.01% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
71
shares
|
$14,882
0.0% of portfolio
|
Q1 2021
Reduced 31.07%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
70
shares
|
$14,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
64
shares
|
$13,415
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
63
shares
|
$13,205
0.0% of portfolio
|
Q3 2025
Reduced 62.94%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
61
shares
|
$12,786
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
61
shares
|
$12,786
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
58
shares
|
$12,157
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
58
shares
|
$12,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
57
shares
|
$11,947
0.0% of portfolio
|
Q2 2025
Reduced 57.78%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
51
shares
|
$10,690
0.01% of portfolio
|
Q4 2022
New holding
|
|