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 |
|---|---|---|---|---|---|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
10,170
shares
|
$2.13 Million
0.59% of portfolio
|
Q3 2025
Added 40.63%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,143
shares
|
$2.13 Million
0.3% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
10,130
shares
|
$2.12 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
10,121
shares
|
$2.12 Million
0.53% of portfolio
|
Q4 2025
Reduced 12.01%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
10,035
shares
|
$2.1 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
10,024
shares
|
$2.1 Million
1.38% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
10,014
shares
|
$2.1 Million
1.5% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$2.1 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
9,949
shares
|
$2.09 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
9,945
shares
|
$2.08 Million
0.04% of portfolio
|
Q4 2025
Added 3.71%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
9,945
shares
|
$2.08 Million
1.43% of portfolio
|
Q4 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,929
shares
|
$2.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,920
shares
|
$2.08 Million
2.45% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
9,872
shares
|
$2.07 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
9,837
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2025
Added 32.61%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
9,812
shares
|
$2.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,697
shares
|
$2.03 Million
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
9,682
shares
|
$2.03 Million
1.84% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
9,534
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
9,526
shares
|
$2 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
9,502
shares
|
$1.99 Million
0.58% of portfolio
|
Q3 2025
Added 87.38%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
9,489
shares
|
$1.99 Million
0.59% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,476
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,458
shares
|
$1.98 Million
0.59% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
9,453
shares
|
$1.98 Million
0.73% of portfolio
|
Q3 2025
Added 0.01%
|
|