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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
15,788
shares
|
$3.31 Million
0.55% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
15,752
shares
|
$3.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jan 20, 2026 Q4 2025 |
15,669
shares
|
$3.28 Million
0.86% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
15,634
shares
|
$3.28 Million
0.18% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
15,532
shares
|
$3.26 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
15,514
shares
|
$3.25 Million
1.88% of portfolio
|
Q3 2025
Reduced 18.95%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
15,402
shares
|
$3.23 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
15,328
shares
|
$3.21 Million
0.65% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
15,273
shares
|
$3.2 Million
1.34% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
15,151
shares
|
$3.18 Million
0.67% of portfolio
|
Q4 2025
Added 81.43%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
15,017
shares
|
$3.15 Million
3.15% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
14,998
shares
|
$3.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
14,807
shares
|
$3.1 Million
0.43% of portfolio
|
Q3 2025
Reduced 86.84%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
14,708
shares
|
$3.08 Million
0.4% of portfolio
|
Q3 2025
Added 134.35%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
14,664
shares
|
$3.07 Million
1.42% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,642
shares
|
$3.07 Million
0.08% of portfolio
|
Q3 2022
Reduced 59.04%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
14,614
shares
|
$3.06 Million
1.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
14,585
shares
|
$3.06 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
14,554
shares
|
$3.05 Million
0.33% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
14,469
shares
|
$3.03 Million
1.77% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
14,360
shares
|
$3.01 Million
0.33% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
14,359
shares
|
$3.01 Million
0.2% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
14,323
shares
|
$3 Million
0.56% of portfolio
|
Q4 2025
Added 42.05%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
14,319
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
14,307
shares
|
$3 Million
2.44% of portfolio
|
Q3 2022
Added 0.41%
|
|