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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
4,150
shares
|
$869,881
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
4,148
shares
|
$869,462
0.02% of portfolio
|
Q4 2025
Added 3.86%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,136
shares
|
$866,946
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
4,134
shares
|
$866,527
0.11% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
4,079
shares
|
$854,999
0.89% of portfolio
|
Q4 2025
Added 64.01%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
4,066
shares
|
$852,274
0.69% of portfolio
|
Q4 2021
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
4,056
shares
|
$850,178
0.03% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,037
shares
|
$846,195
0.46% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
4,018
shares
|
$842,212
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
4,011
shares
|
$840,745
0.03% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
3,995
shares
|
$837,391
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jan 21, 2026 Q4 2025 |
3,964
shares
|
$830,894
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
3,959
shares
|
$829,845
0.02% of portfolio
|
Q4 2025
Reduced 14.07%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
3,952
shares
|
$828,378
0.1% of portfolio
|
Q4 2025
Added 87.57%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
3,950
shares
|
$827,959
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
3,928
shares
|
$823,348
0.12% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,916
shares
|
$820,832
0.01% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,898
shares
|
$817,059
0.14% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
3,897
shares
|
$816,850
0.1% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
3,895
shares
|
$816,430
0.25% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
3,879
shares
|
$813,077
0.02% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
3,873
shares
|
$811,819
0.12% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,867
shares
|
$810,561
0.13% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
3,867
shares
|
$810,561
0.21% of portfolio
|
Q3 2025
Reduced 71.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
3,863
shares
|
$809,723
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|