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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
56,943
shares
|
$11.9 Million
0.22% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,934
shares
|
$11.9 Million
0.34% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
56,766
shares
|
$11.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
56,018
shares
|
$11.7 Million
11.44% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
55,293
shares
|
$11.6 Million
3.25% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
52,819
shares
|
$11.1 Million
0.53% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
52,646
shares
|
$11 Million
7.47% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
52,606
shares
|
$11 Million
0.26% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
52,525
shares
|
$11 Million
1.98% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
51,905
shares
|
$10.9 Million
9.32% of portfolio
|
Q1 2023
Reduced 44.24%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
51,445
shares
|
$10.8 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
51,338
shares
|
$10.8 Million
2.04% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
49,363
shares
|
$10.3 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
49,184
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
49,041
shares
|
$10.3 Million
1.05% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
48,825
shares
|
$10.2 Million
1.11% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
48,200
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
47,867
shares
|
$10 Million
0.58% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
47,750
shares
|
$10 Million
1.01% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
47,344
shares
|
$9.92 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
47,187
shares
|
$9.89 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
46,319
shares
|
$9.71 Million
0.67% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
46,088
shares
|
$9.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
44,998
shares
|
$9.43 Million
1.73% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
44,843
shares
|
$9.4 Million
2.86% of portfolio
|
Q3 2025
Added 40.95%
|
|