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 1,766 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
373,966
shares
|
$78.4 Million
0.5% of portfolio
|
Q2 2025
Added 795.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
369,806
shares
|
$77.5 Million
0.62% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
369,492
shares
|
$77.4 Million
3.98% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
360,866
shares
|
$75.6 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
356,907
shares
|
$74.8 Million
1.21% of portfolio
|
Q3 2025
Reduced 53.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
345,789
shares
|
$72.5 Million
0.15% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
343,373
shares
|
$72 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
327,200
shares
|
$68.6 Million
0.11% of portfolio
|
Q3 2025
Added 700.0%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
317,272
shares
|
$66.5 Million
17.49% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
312,968
shares
|
$65.6 Million
1.96% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
309,923
shares
|
$65 Million
2.41% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
295,843
shares
|
$62 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
295,100
shares
|
$61.9 Million
3.54% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
293,869
shares
|
$61.6 Million
10.31% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
292,373
shares
|
$61.3 Million
0.04% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
282,024
shares
|
$59.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
279,913
shares
|
$58.7 Million
9.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
276,587
shares
|
$58 Million
0.42% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
272,954
shares
|
$57.2 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
270,468
shares
|
$56.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
265,568
shares
|
$55.7 Million
9.65% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
264,512
shares
|
$55.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
260,769
shares
|
$54.7 Million
0.11% of portfolio
|
Q3 2025
Added 133.83%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
254,034
shares
|
$53.2 Million
12.83% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
253,692
shares
|
$53.2 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.25%
|
|