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 1,786 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
34,393
shares
|
$7.21 Million
0.15% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
34,238
shares
|
$7.18 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
34,098
shares
|
$7.15 Million
0.12% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
34,067
shares
|
$7.14 Million
0.16% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
33,479
shares
|
$7.02 Million
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
33,208
shares
|
$6.96 Million
0.52% of portfolio
|
Q4 2025
Added 3.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,158
shares
|
$6.95 Million
0.18% of portfolio
|
Q2 2020
Reduced 14.63%
|
|
|
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%
|
|
|
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%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
32,135
shares
|
$6.74 Million
0.59% of portfolio
|
Q4 2025
Added 20.61%
|
|
|
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%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 23, 2026 Q4 2025 |
31,734
shares
|
$6.65 Million
1.01% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
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%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 27, 2026 Q4 2025 |
31,317
shares
|
$6.56 Million
2.65% of portfolio
|
Q4 2025
Added 12.53%
|
|
|
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%
|
|