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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,560
shares
|
$955,821
0.03% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
4,555
shares
|
$954,773
0.38% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
4,541
shares
|
$951,839
0.28% of portfolio
|
Q4 2025
Reduced 8.83%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,539
shares
|
$951,419
0.52% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
4,538
shares
|
$951,210
0.24% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
4,525
shares
|
$948,485
0.07% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,511
shares
|
$945,550
0.04% of portfolio
|
Q2 2018
Added 8.26%
|
|
|
Yousif Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
4,493
shares
|
$941,777
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
4,493
shares
|
$941,777
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,487
shares
|
$940,520
0.04% of portfolio
|
Q2 2022
Added 12.43%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,481
shares
|
$939,262
1.05% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
4,472
shares
|
$937,375
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,467
shares
|
$936,327
0.0% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,456
shares
|
$934,022
0.04% of portfolio
|
Q3 2025
Reduced 68.43%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
4,450
shares
|
$932,764
0.32% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
4,438
shares
|
$930,249
0.08% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
4,435
shares
|
$929,620
0.7% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,431
shares
|
$928,781
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,425
shares
|
$927,524
0.14% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
4,397
shares
|
$921,655
0.38% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
4,392
shares
|
$920,607
1.22% of portfolio
|
Q3 2025
Reduced 42.82%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,379
shares
|
$917,882
0.07% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
4,369
shares
|
$915,786
0.86% of portfolio
|
Q3 2025
Added 26.53%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
4,366
shares
|
$915,157
0.61% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
4,361
shares
|
$914,109
0.04% of portfolio
|
Q3 2025
New holding
|
|