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 |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
Jan 20, 2026 Q4 2025 |
5,799
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
5,767
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
5,763
shares
|
$1.21 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,743
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
5,716
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2025
Reduced 15.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,706
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,696
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2022
Added 101.91%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
5,668
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,638
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
5,581
shares
|
$1.17 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,576
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
5,542
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,533
shares
|
$1.16 Million
0.65% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
5,493
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,479
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2022
Added 94.22%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
5,474
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
5,462
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
5,441
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
5,420
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,396
shares
|
$1.13 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.8%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
5,383
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,381
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
5,372
shares
|
$1.13 Million
0.46% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
5,345
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
5,333
shares
|
$1.12 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.54%
|
|