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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,121,389
shares
|
$4.64 Billion
1.41% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
17,926,374
shares
|
$3.76 Billion
0.24% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
14,209,911
shares
|
$2.98 Billion
0.18% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
8,546,412
shares
|
$1.79 Billion
0.55% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,396,957
shares
|
$1.76 Billion
0.12% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,143,986
shares
|
$1.29 Billion
0.25% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,604,778
shares
|
$756 Million
0.12% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,036,494
shares
|
$636 Million
0.15% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,019,690
shares
|
$633 Million
0.59% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,782,870
shares
|
$583 Million
0.71% of portfolio
|
Q3 2025
Added 31.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,367,761
shares
|
$496 Million
0.3% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,876,261
shares
|
$393 Million
1.17% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,788,336
shares
|
$375 Million
1.17% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
1,757,032
shares
|
$368 Million
2.83% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,723,476
shares
|
$361 Million
1.49% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,692,485
shares
|
$355 Million
0.12% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,563,018
shares
|
$328 Million
0.04% of portfolio
|
Q3 2025
Reduced 33.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,413,565
shares
|
$296 Million
0.85% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,256,404
shares
|
$263 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,255,646
shares
|
$263 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,116,038
shares
|
$234 Million
0.3% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,065,301
shares
|
$223 Million
0.52% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,024,838
shares
|
$215 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,020,960
shares
|
$214 Million
1.35% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
964,917
shares
|
$202 Million
13.86% of portfolio
|
Q3 2025
Added 1.36%
|
|