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 1,714 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
4,584
shares
|
$937,840
0.14% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
4,577
shares
|
$936,408
0.11% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
4,555
shares
|
$931,907
0.38% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
4,548
shares
|
$930,475
0.66% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,539
shares
|
$928,634
0.54% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,526
shares
|
$925,974
0.04% of portfolio
|
Q2 2025
Added 297.02%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,525
shares
|
$925,769
0.08% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,511
shares
|
$922,905
0.04% of portfolio
|
Q2 2018
Added 8.26%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,487
shares
|
$917,995
0.04% of portfolio
|
Q2 2022
Added 12.43%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,481
shares
|
$916,767
1.05% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,480
shares
|
$916,563
0.32% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
4,473
shares
|
$915,131
0.69% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
4,472
shares
|
$914,926
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,467
shares
|
$913,903
0.0% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
4,450
shares
|
$910,425
0.35% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
4,438
shares
|
$907,970
0.09% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
4,425
shares
|
$905,310
0.14% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,423
shares
|
$904,901
0.01% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
4,406
shares
|
$901,423
0.4% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
4,382
shares
|
$896,513
0.36% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
4,377
shares
|
$895,490
0.78% of portfolio
|
Q3 2025
Added 25.27%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
4,365
shares
|
$893,035
0.04% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,353
shares
|
$890,580
1.02% of portfolio
|
Q2 2025
Added 574.88%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
4,350
shares
|
$889,966
0.05% of portfolio
|
Q2 2018
Reduced 30.4%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,306
shares
|
$880,964
0.03% of portfolio
|
Q1 2025
Added 2.13%
|