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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
6,227
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,222
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,211
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
6,199
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
6,142
shares
|
$1.29 Million
0.17% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
6,113
shares
|
$1.28 Million
0.27% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,112
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,087
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
6,058
shares
|
$1.27 Million
1.29% of portfolio
|
Q4 2025
Added 33.06%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
6,040
shares
|
$1.27 Million
0.17% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
6,033
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2025
Added 1.43%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,029
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
5,999
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 52.79%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
5,987
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
5,982
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
5,973
shares
|
$1.25 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,966
shares
|
$1.25 Million
0.33% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,963
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
5,953
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
5,949
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,935
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 29.3%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,908
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
5,900
shares
|
$1.24 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
5,897
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 44.43%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
5,856
shares
|
$1.23 Million
0.64% of portfolio
|
Q3 2025
Added 1.93%
|
|