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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
64,334
shares
|
$13.5 Million
0.23% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
63,909
shares
|
$13.4 Million
4.87% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
63,534
shares
|
$13.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,952
shares
|
$13.2 Million
0.07% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
62,783
shares
|
$13.2 Million
0.36% of portfolio
|
Q3 2025
Added 44.48%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
62,390
shares
|
$13.1 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
62,270
shares
|
$13.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 49.18%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
62,201
shares
|
$13 Million
0.88% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
62,198
shares
|
$13 Million
0.64% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,731
shares
|
$12.9 Million
0.79% of portfolio
|
Q3 2023
Reduced 9.26%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
61,616
shares
|
$12.9 Million
5.61% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
61,315
shares
|
$12.9 Million
0.33% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
60,986
shares
|
$12.8 Million
10.01% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
60,871
shares
|
$12.8 Million
0.45% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
60,678
shares
|
$12.7 Million
3.56% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
60,483
shares
|
$12.7 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
59,714
shares
|
$12.5 Million
0.17% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
59,479
shares
|
$12.5 Million
2.21% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
58,750
shares
|
$12.3 Million
1.08% of portfolio
|
Q3 2023
Added 4.81%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
58,190
shares
|
$12.2 Million
3.46% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
57,723
shares
|
$12.1 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
57,523
shares
|
$12.1 Million
0.64% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
57,392
shares
|
$12 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
57,373
shares
|
$12 Million
3.01% of portfolio
|
Q3 2025
Added 83.94%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
57,033
shares
|
$12 Million
0.49% of portfolio
|
Q3 2025
Added 4.31%
|
|