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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
8,082
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
8,082
shares
|
$1.69 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
8,063
shares
|
$1.69 Million
1.2% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,040
shares
|
$1.69 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,025
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2025
Added 21.08%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
8,014
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,008
shares
|
$1.68 Million
0.71% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
7,995
shares
|
$1.68 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
7,994
shares
|
$1.68 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
7,990
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
7,970
shares
|
$1.67 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
7,962
shares
|
$1.67 Million
0.39% of portfolio
|
Q4 2025
Added 36.01%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,950
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
7,939
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
7,933
shares
|
$1.66 Million
0.43% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,927
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
7,885
shares
|
$1.65 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,875
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
7,821
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
7,816
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2025
Added 30.24%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
7,772
shares
|
$1.63 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
7,704
shares
|
$1.61 Million
1.39% of portfolio
|
Q4 2025
Added 76.01%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
7,697
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2025
Added 43.12%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
7,695
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
7,603
shares
|
$1.59 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.42%
|
|