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 |
|---|---|---|---|---|---|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
23,165
shares
|
$4.86 Million
2.19% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
23,143
shares
|
$4.85 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
23,140
shares
|
$4.85 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,108
shares
|
$4.84 Million
0.43% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
23,048
shares
|
$4.83 Million
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
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%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
22,567
shares
|
$4.73 Million
0.01% of portfolio
|
Q4 2025
Added 30.27%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
22,412
shares
|
$4.7 Million
2.86% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
22,341
shares
|
$4.68 Million
0.34% of portfolio
|
Q4 2025
Added 486.07%
|
|
|
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%
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
21,945
shares
|
$4.6 Million
3.99% of portfolio
|
Q4 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
21,804
shares
|
$4.57 Million
0.06% of portfolio
|
Q4 2025
Added 11.86%
|
|
|
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%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
21,356
shares
|
$4.48 Million
2.11% of portfolio
|
Q4 2025
Reduced 4.59%
|
|