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 1,709 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
8,500
shares
|
$1.76 Million
0.46% of portfolio
|
Q3 2020
Added 54.55%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,499
shares
|
$1.75 Million
0.51% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
8,464
shares
|
$1.75 Million
0.16% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
8,448
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Added 98.78%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
8,323
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,309
shares
|
$1.72 Million
0.71% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,290
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,279
shares
|
$1.71 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
8,271
shares
|
$1.71 Million
0.25% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
8,259
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
8,244
shares
|
$1.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
8,212
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
8,204
shares
|
$1.69 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,195
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Added 52.13%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
8,183
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,155
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
8,149
shares
|
$1.68 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
8,127
shares
|
$1.68 Million
0.46% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
8,118
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
8,082
shares
|
$1.67 Million
0.86% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
8,082
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
8,069
shares
|
$1.67 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
8,044
shares
|
$1.66 Million
0.65% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,040
shares
|
$1.66 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
8,025
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Added 21.08%
|