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 |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
11,936
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
11,930
shares
|
$2.5 Million
0.6% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
11,863
shares
|
$2.49 Million
0.2% of portfolio
|
Q4 2025
Reduced 4.8%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
11,841
shares
|
$2.48 Million
0.3% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
11,818
shares
|
$2.48 Million
0.2% of portfolio
|
Q4 2025
Added 31.17%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
11,737
shares
|
$2.46 Million
2.6% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
11,613
shares
|
$2.43 Million
0.5% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
11,566
shares
|
$2.42 Million
1.65% of portfolio
|
Q4 2025
Added 20.52%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
11,518
shares
|
$2.41 Million
0.78% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
11,453
shares
|
$2.4 Million
0.06% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
11,377
shares
|
$2.38 Million
1.09% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
11,278
shares
|
$2.36 Million
0.07% of portfolio
|
Q4 2025
Added 107.55%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
11,238
shares
|
$2.36 Million
0.31% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
11,203
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 68.38%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
11,166
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Added 45.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
11,074
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
11,005
shares
|
$2.31 Million
0.12% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
10,943
shares
|
$2.29 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
10,914
shares
|
$2.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
10,900
shares
|
$2.28 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
10,893
shares
|
$2.28 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
10,861
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2025
Added 25.63%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,834
shares
|
$2.27 Million
0.29% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
10,828
shares
|
$2.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,824
shares
|
$2.27 Million
0.16% of portfolio
|
Q3 2025
Added 13.89%
|
|