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 |
|---|---|---|---|---|---|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
6,582
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
6,550
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,544
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Added 278.27%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,539
shares
|
$1.37 Million
0.45% of portfolio
|
Q4 2025
Added 45.96%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
6,538
shares
|
$1.37 Million
0.63% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,513
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,513
shares
|
$1.37 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,513
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
6,506
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,498
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
6,497
shares
|
$1.36 Million
0.53% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
6,487
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2025
Added 36.94%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,482
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
6,482
shares
|
$1.36 Million
0.34% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,479
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
6,472
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
6,406
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
6,365
shares
|
$1.33 Million
0.35% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
6,352
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2023
Added 16.74%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6,340
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,330
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
6,320
shares
|
$1.32 Million
0.46% of portfolio
|
Q4 2025
Added 5.86%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
6,273
shares
|
$1.31 Million
0.73% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
6,272
shares
|
$1.31 Million
1.12% of portfolio
|
Q1 2025
Added 130.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,242
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.86%
|
|