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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
3,861
shares
|
$809,304
0.06% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Jan 23, 2026 Q4 2025 |
3,824
shares
|
$801,548
0.18% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
3,801
shares
|
$796,727
0.26% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
3,783
shares
|
$792,954
0.13% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,777
shares
|
$791,696
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,762
shares
|
$788,552
0.09% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,757
shares
|
$787,504
0.04% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,755
shares
|
$787,085
0.04% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
3,694
shares
|
$774,299
0.09% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,677
shares
|
$770,735
0.08% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,672
shares
|
$769,687
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,649
shares
|
$764,866
0.02% of portfolio
|
Q4 2023
Reduced 29.37%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
3,647
shares
|
$764,447
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
3,646
shares
|
$764,238
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Jan 23, 2026 Q4 2025 |
3,646
shares
|
$764,238
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
3,639
shares
|
$762,770
0.41% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
3,627
shares
|
$760,255
0.09% of portfolio
|
Q1 2023
Added 16.74%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
3,597
shares
|
$753,967
0.03% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
3,581
shares
|
$750,613
0.06% of portfolio
|
Q3 2025
Reduced 81.42%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
3,566
shares
|
$747,469
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
3,565
shares
|
$747,259
0.07% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
3,565
shares
|
$747,259
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
3,552
shares
|
$744,534
0.58% of portfolio
|
Q4 2025
Added 36.98%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
3,546
shares
|
$743,277
0.54% of portfolio
|
Q4 2025
Added 25.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,520
shares
|
$737,827
0.05% of portfolio
|
Q3 2025
Added 13.44%
|
|