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 1,765 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 |
|---|---|---|---|---|---|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
75,450
shares
|
$15.8 Million
5.76% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
75,314
shares
|
$15.8 Million
6.6% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
73,731
shares
|
$15.5 Million
6.9% of portfolio
|
Q1 2024
Added 24.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
73,200
shares
|
$15.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 55.68%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
73,162
shares
|
$15.3 Million
3.84% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
72,020
shares
|
$15.1 Million
2.76% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
71,671
shares
|
$15 Million
0.41% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
71,558
shares
|
$15 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
70,960
shares
|
$14.9 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
70,623
shares
|
$14.8 Million
1.9% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
70,207
shares
|
$14.7 Million
1.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
70,046
shares
|
$14.7 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
69,889
shares
|
$14.6 Million
0.27% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
69,007
shares
|
$14.5 Million
1.75% of portfolio
|
Q2 2025
Added 29.77%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
68,585
shares
|
$14.4 Million
2.13% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
67,666
shares
|
$14.2 Million
6.3% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
67,655
shares
|
$14.2 Million
3.36% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
67,484
shares
|
$14.1 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
66,527
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
66,287
shares
|
$13.9 Million
9.69% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
65,309
shares
|
$13.7 Million
1.76% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
65,196
shares
|
$13.7 Million
1.6% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
65,066
shares
|
$13.6 Million
3.07% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
64,783
shares
|
$13.6 Million
0.95% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
64,529
shares
|
$13.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.26%
|
|