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 1,766 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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
848,999
shares
|
$178 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,238
shares
|
$178 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
833,241
shares
|
$175 Million
0.1% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
724,597
shares
|
$152 Million
2.39% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
719,030
shares
|
$151 Million
0.22% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
718,063
shares
|
$151 Million
1.66% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
717,964
shares
|
$150 Million
0.63% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
703,676
shares
|
$147 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
654,568
shares
|
$137 Million
0.16% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
646,210
shares
|
$135 Million
6.34% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
595,326
shares
|
$125 Million
16.58% of portfolio
|
Q3 2025
Added 32.41%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
577,104
shares
|
$121 Million
4.54% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
572,360
shares
|
$120 Million
0.74% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
560,577
shares
|
$118 Million
0.62% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
544,054
shares
|
$114 Million
0.16% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
536,893
shares
|
$113 Million
0.82% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
487,271
shares
|
$102 Million
0.61% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
479,321
shares
|
$100 Million
1.57% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
462,991
shares
|
$97 Million
10.17% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
425,785
shares
|
$89.2 Million
0.06% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
423,627
shares
|
$88.8 Million
0.24% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
392,291
shares
|
$82.2 Million
21.8% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
391,065
shares
|
$82 Million
0.1% of portfolio
|
Q3 2025
Reduced 36.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
378,423
shares
|
$79.3 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
378,298
shares
|
$79.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.71%
|
|