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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
8,700
shares
|
$1.82 Million
1.48% of portfolio
|
Q3 2025
Added 50.34%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
8,696
shares
|
$1.82 Million
0.63% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,641
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,619
shares
|
$1.81 Million
0.49% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
8,549
shares
|
$1.79 Million
1.1% of portfolio
|
Q4 2025
Added 48.14%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
8,523
shares
|
$1.79 Million
0.28% of portfolio
|
Q3 2025
Added 170.49%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,521
shares
|
$1.79 Million
0.3% of portfolio
|
Q3 2021
Reduced 0.57%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
8,500
shares
|
$1.78 Million
0.46% of portfolio
|
Q3 2020
Added 54.55%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
8,475
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
8,434
shares
|
$1.77 Million
0.26% of portfolio
|
Q4 2025
Added 1.97%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,427
shares
|
$1.77 Million
0.25% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
8,419
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
8,411
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
8,406
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
8,373
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
8,327
shares
|
$1.75 Million
0.67% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
8,315
shares
|
$1.74 Million
0.67% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,292
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2025
Reduced 24.72%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
8,291
shares
|
$1.74 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
8,221
shares
|
$1.72 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
8,204
shares
|
$1.72 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
8,188
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
8,161
shares
|
$1.71 Million
0.72% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
8,118
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jan 15, 2026 Q4 2025 |
8,109
shares
|
$1.7 Million
1.57% of portfolio
|
Q4 2025
Reduced 0.49%
|
|