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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,330
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
5,329
shares
|
$1.12 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,326
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,315
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
5,309
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
5,296
shares
|
$1.11 Million
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,295
shares
|
$1.11 Million
0.69% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,272
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
5,266
shares
|
$1.1 Million
0.34% of portfolio
|
Q4 2025
Added 47.55%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
5,256
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
5,213
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
5,209
shares
|
$1.09 Million
0.73% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
5,197
shares
|
$1.09 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
5,168
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,135
shares
|
$1.08 Million
1.18% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
5,108
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
5,079
shares
|
$1.06 Million
0.22% of portfolio
|
Q4 2025
Added 101.95%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
5,037
shares
|
$1.06 Million
0.32% of portfolio
|
Q2 2025
Added 375.19%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
5,037
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,020
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
5,020
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
5,019
shares
|
$1.05 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
5,019
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,013
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
5,002
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 48.28%
|
|