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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
44,269
shares
|
$9.28 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
43,950
shares
|
$9.21 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
43,795
shares
|
$9.18 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
43,748
shares
|
$9.17 Million
3.89% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
43,671
shares
|
$9.15 Million
0.24% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
43,135
shares
|
$9.04 Million
5.29% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
42,936
shares
|
$9 Million
1.51% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
42,313
shares
|
$8.87 Million
0.28% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
42,307
shares
|
$8.87 Million
0.99% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
42,205
shares
|
$8.85 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
42,200
shares
|
$8.85 Million
2.97% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
42,109
shares
|
$8.83 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
41,823
shares
|
$8.77 Million
1.09% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
41,412
shares
|
$8.68 Million
1.64% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
41,262
shares
|
$8.65 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Polianta LTD
|
Oct 16, 2025 Q3 2025 |
39,900
shares
|
$8.36 Million
3.39% of portfolio
|
Q3 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
39,888
shares
|
$8.36 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
39,383
shares
|
$8.26 Million
0.2% of portfolio
|
Q3 2025
Reduced 24.46%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
39,279
shares
|
$8.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
39,236
shares
|
$8.22 Million
0.02% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
39,131
shares
|
$8.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
38,866
shares
|
$8.15 Million
0.54% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
38,801
shares
|
$8.13 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
38,753
shares
|
$8.12 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
38,454
shares
|
$8.06 Million
0.38% of portfolio
|
Q3 2025
Added 88.81%
|
|