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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
22,818
shares
|
$4.78 Million
0.64% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
22,744
shares
|
$4.77 Million
0.02% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
22,596
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
22,412
shares
|
$4.7 Million
2.86% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
22,384
shares
|
$4.69 Million
2.25% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
22,332
shares
|
$4.68 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
22,275
shares
|
$4.67 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
22,260
shares
|
$4.67 Million
0.54% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
22,008
shares
|
$4.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
21,966
shares
|
$4.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
21,785
shares
|
$4.57 Million
0.19% of portfolio
|
Q3 2025
Added 28.31%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,767
shares
|
$4.56 Million
3.75% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
21,729
shares
|
$4.55 Million
0.94% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
21,716
shares
|
$4.55 Million
2.47% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,635
shares
|
$4.53 Million
0.22% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
21,554
shares
|
$4.52 Million
3.29% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
21,319
shares
|
$4.47 Million
2.3% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
21,292
shares
|
$4.46 Million
0.17% of portfolio
|
Q3 2025
Added 107.36%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
21,268
shares
|
$4.46 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,252
shares
|
$4.45 Million
0.94% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
21,202
shares
|
$4.44 Million
2.72% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
21,129
shares
|
$4.43 Million
0.33% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
21,074
shares
|
$4.42 Million
0.15% of portfolio
|
Q3 2025
Added 115.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
21,043
shares
|
$4.41 Million
0.6% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
20,859
shares
|
$4.37 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.18%
|
|