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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
32,947
shares
|
$6.91 Million
0.37% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
32,865
shares
|
$6.89 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
32,558
shares
|
$6.82 Million
0.06% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
32,509
shares
|
$6.81 Million
1.79% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
32,275
shares
|
$6.77 Million
4.21% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
32,268
shares
|
$6.76 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
32,055
shares
|
$6.72 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
31,925
shares
|
$6.69 Million
2.25% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
31,906
shares
|
$6.69 Million
2.23% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
31,870
shares
|
$6.68 Million
3.98% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
31,750
shares
|
$6.66 Million
0.2% of portfolio
|
Q3 2025
Reduced 23.85%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
31,346
shares
|
$6.57 Million
0.47% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
31,127
shares
|
$6.52 Million
2.88% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
31,039
shares
|
$6.51 Million
0.65% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
30,998
shares
|
$6.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
30,874
shares
|
$6.47 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
30,677
shares
|
$6.43 Million
5.08% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
30,343
shares
|
$6.36 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
30,196
shares
|
$6.33 Million
4.22% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
30,025
shares
|
$6.29 Million
7.28% of portfolio
|
Q1 2023
Reduced 57.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
29,594
shares
|
$6.2 Million
0.0% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,496
shares
|
$6.18 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
29,483
shares
|
$6.18 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
29,471
shares
|
$6.18 Million
2.64% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
29,455
shares
|
$6.17 Million
2.98% of portfolio
|
Q3 2025
Added 20.41%
|
|