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 1,779 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
26,271
shares
|
$5.51 Million
0.1% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
26,195
shares
|
$5.49 Million
2.31% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
25,706
shares
|
$5.39 Million
0.43% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
25,485
shares
|
$5.34 Million
3.42% of portfolio
|
Q4 2025
Added 36.3%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
25,405
shares
|
$5.33 Million
3.46% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
25,230
shares
|
$5.29 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,173
shares
|
$5.28 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
25,118
shares
|
$5.26 Million
0.33% of portfolio
|
Q3 2025
Reduced 47.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25,077
shares
|
$5.26 Million
8.75% of portfolio
|
Q3 2023
Reduced 72.58%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
25,027
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
24,944
shares
|
$5.23 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
24,874
shares
|
$5.21 Million
0.12% of portfolio
|
Q4 2025
Reduced 6.34%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
24,744
shares
|
$5.19 Million
1.7% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
24,695
shares
|
$5.18 Million
2.26% of portfolio
|
Q4 2025
Added 49.98%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
24,643
shares
|
$5.17 Million
1.14% of portfolio
|
Q4 2025
Added 24.67%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
24,559
shares
|
$5.15 Million
2.08% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
23,997
shares
|
$5.03 Million
1.71% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
23,979
shares
|
$5.03 Million
2.58% of portfolio
|
Q4 2025
Reduced 5.99%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jan 20, 2026 Q4 2025 |
23,964
shares
|
$5.02 Million
1.53% of portfolio
|
Q4 2025
Added 1182.87%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
23,882
shares
|
$5.01 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
23,816
shares
|
$4.99 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
23,752
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
23,706
shares
|
$4.97 Million
1.77% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
23,623
shares
|
$4.95 Million
2.77% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
23,505
shares
|
$4.93 Million
0.21% of portfolio
|
Q3 2025
Added 34.82%
|
|