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 |
|---|---|---|---|---|---|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 12, 2026 Q4 2025 |
21,351
shares
|
$4.48 Million
2.81% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
20,883
shares
|
$4.38 Million
2.23% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
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%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
20,850
shares
|
$4.37 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
20,845
shares
|
$4.37 Million
0.37% of portfolio
|
Q4 2025
Reduced 9.13%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
20,744
shares
|
$4.35 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
20,651
shares
|
$4.33 Million
0.75% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,646
shares
|
$4.33 Million
0.99% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
20,592
shares
|
$4.32 Million
0.3% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Hudson Capital Management LLC
|
Jan 21, 2026 Q4 2025 |
20,564
shares
|
$4.31 Million
1.15% of portfolio
|
Q4 2025
Added 4.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
20,226
shares
|
$4.24 Million
0.04% of portfolio
|
Q4 2025
Added 22.9%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
20,217
shares
|
$4.24 Million
0.12% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
20,111
shares
|
$4.22 Million
3.75% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
20,062
shares
|
$4.21 Million
1.63% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
19,753
shares
|
$4.14 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
19,745
shares
|
$4.14 Million
1.96% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
19,686
shares
|
$4.13 Million
0.53% of portfolio
|
Q1 2023
Added 41.89%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
19,668
shares
|
$4.12 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
19,659
shares
|
$4.12 Million
0.97% of portfolio
|
Q4 2025
Reduced 2.28%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,643
shares
|
$4.12 Million
2.4% of portfolio
|
Q4 2024
Added 10.62%
|
|