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 |
|---|---|---|---|---|---|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
5,000
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,971
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 22.0%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
4,967
shares
|
$1.04 Million
0.91% of portfolio
|
Q4 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
4,960
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
4,925
shares
|
$1.03 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
4,895
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 34.86%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
4,874
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,845
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,818
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,806
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,785
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,772
shares
|
$1 Million
0.0% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,755
shares
|
$996,695
0.04% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
4,753
shares
|
$996,276
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
4,751
shares
|
$995,857
0.57% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
4,747
shares
|
$995,018
0.97% of portfolio
|
Q4 2025
Added 43.98%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
4,727
shares
|
$990,826
0.13% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
4,686
shares
|
$982,232
0.38% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,669
shares
|
$978,669
0.41% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
4,657
shares
|
$976,153
0.26% of portfolio
|
Q2 2025
Added 113.14%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
4,647
shares
|
$974,057
0.55% of portfolio
|
Q4 2025
Added 16.23%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
4,584
shares
|
$960,852
0.14% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,584
shares
|
$960,852
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
4,569
shares
|
$957,708
0.59% of portfolio
|
Q3 2025
Added 0.46%
|
|