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 |
|---|---|---|---|---|---|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
7,558
shares
|
$1.58 Million
0.25% of portfolio
|
Q4 2025
Added 42.71%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
7,545
shares
|
$1.58 Million
0.16% of portfolio
|
Q3 2025
Reduced 31.47%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,520
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Added 247.99%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
7,501
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
7,468
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
7,464
shares
|
$1.56 Million
0.08% of portfolio
|
Q4 2025
Reduced 8.79%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
7,459
shares
|
$1.56 Million
0.41% of portfolio
|
Q4 2025
Added 35.54%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
7,447
shares
|
$1.56 Million
0.19% of portfolio
|
Q3 2023
Reduced 14.53%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,445
shares
|
$1.56 Million
1.13% of portfolio
|
Q3 2025
Added 152.46%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,357
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
7,329
shares
|
$1.54 Million
0.09% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
7,317
shares
|
$1.53 Million
0.19% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
7,300
shares
|
$1.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
7,284
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
7,274
shares
|
$1.52 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
7,272
shares
|
$1.52 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
7,270
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
7,268
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,232
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
7,225
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
7,175
shares
|
$1.5 Million
0.12% of portfolio
|
Q4 2025
Reduced 4.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,171
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
7,164
shares
|
$1.5 Million
0.41% of portfolio
|
Q4 2025
Added 4.75%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
7,126
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 21, 2026 Q4 2025 |
7,109
shares
|
$1.49 Million
1.09% of portfolio
|
Q4 2025
Reduced 0.36%
|
|