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 |
|---|---|---|---|---|---|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
10,816
shares
|
$2.27 Million
2.03% of portfolio
|
Q4 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
10,810
shares
|
$2.27 Million
1.33% of portfolio
|
Q4 2025
Added 53.42%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
10,799
shares
|
$2.26 Million
0.39% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
10,795
shares
|
$2.26 Million
0.58% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
10,761
shares
|
$2.26 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
10,702
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
10,548
shares
|
$2.21 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,548
shares
|
$2.21 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
10,527
shares
|
$2.21 Million
0.52% of portfolio
|
Q3 2025
Added 122.65%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
10,476
shares
|
$2.2 Million
0.7% of portfolio
|
Q3 2025
Added 107.36%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
10,464
shares
|
$2.19 Million
1.19% of portfolio
|
Q3 2025
Added 17.36%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
10,457
shares
|
$2.19 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
10,399
shares
|
$2.18 Million
0.51% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
10,334
shares
|
$2.17 Million
0.56% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,318
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,269
shares
|
$2.15 Million
0.12% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
10,258
shares
|
$2.15 Million
0.49% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
10,223
shares
|
$2.14 Million
0.73% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
10,220
shares
|
$2.14 Million
0.99% of portfolio
|
Q3 2025
Reduced 58.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,208
shares
|
$2.14 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,201
shares
|
$2.14 Million
0.69% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
10,188
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
10,186
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
10,181
shares
|
$2.13 Million
1.29% of portfolio
|
Q3 2025
Reduced 82.85%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
10,177
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2025
Added 0.77%
|
|