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 |
|---|---|---|---|---|---|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,350
shares
|
$911,803
0.05% of portfolio
|
Q2 2018
Reduced 30.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
4,347
shares
|
$911,174
0.11% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,331
shares
|
$907,820
0.1% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
4,327
shares
|
$906,982
0.03% of portfolio
|
Q4 2025
Added 2.44%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
4,323
shares
|
$906,144
0.04% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,304
shares
|
$902,161
0.2% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,303
shares
|
$901,951
0.08% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4,300
shares
|
$901,323
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
4,300
shares
|
$901,323
0.56% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
4,294
shares
|
$900,065
0.1% of portfolio
|
Q4 2025
Reduced 6.18%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,287
shares
|
$898,598
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
4,274
shares
|
$895,873
0.12% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,263
shares
|
$893,567
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,256
shares
|
$892,100
0.11% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
4,256
shares
|
$892,100
0.47% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,255
shares
|
$891,890
0.06% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,253
shares
|
$891,471
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
4,218
shares
|
$884,134
0.42% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
4,202
shares
|
$880,781
0.35% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
4,199
shares
|
$880,152
0.22% of portfolio
|
Q4 2025
Added 125.15%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
4,181
shares
|
$876,379
0.22% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,167
shares
|
$873,444
0.12% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,157
shares
|
$871,348
0.07% of portfolio
|
Q3 2025
Added 1126.25%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
4,152
shares
|
$870,300
0.15% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
4,150
shares
|
$869,881
0.06% of portfolio
|
Q2 2025
Reduced 34.99%
|
|