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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
9,446
shares
|
$1.98 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
9,429
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 374.06%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,399
shares
|
$1.97 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
9,398
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
9,361
shares
|
$1.96 Million
0.47% of portfolio
|
Q4 2025
Reduced 3.0%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
9,315
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,301
shares
|
$1.95 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
9,237
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
9,216
shares
|
$1.93 Million
0.34% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
9,101
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
9,100
shares
|
$1.91 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
9,085
shares
|
$1.9 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
9,068
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
9,065
shares
|
$1.9 Million
1.0% of portfolio
|
Q3 2025
Added 35.2%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
9,049
shares
|
$1.9 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
9,043
shares
|
$1.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
8,931
shares
|
$1.87 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,926
shares
|
$1.87 Million
0.81% of portfolio
|
Q3 2025
Added 54.94%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
8,921
shares
|
$1.87 Million
1.2% of portfolio
|
Q4 2025
Added 71.26%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
8,835
shares
|
$1.85 Million
0.86% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,811
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
8,737
shares
|
$1.83 Million
1.04% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
8,734
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
8,734
shares
|
$1.83 Million
1.29% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
8,727
shares
|
$1.83 Million
0.74% of portfolio
|
Q4 2025
Added 20.69%
|
|