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 1,786 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
3,498
shares
|
$733,215
0.42% of portfolio
|
Q3 2025
Reduced 92.83%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
3,467
shares
|
$726,717
0.24% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
3,452
shares
|
$723,573
0.46% of portfolio
|
Q4 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,446
shares
|
$722,316
0.51% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
3,435
shares
|
$720,010
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
3,426
shares
|
$718,123
0.01% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jan 26, 2026 Q4 2025 |
3,419
shares
|
$716,656
0.11% of portfolio
|
Q4 2025
Reduced 9.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,414
shares
|
$715,608
0.07% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$713,931
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$710,997
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
3,380
shares
|
$708,481
0.08% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
C2 C Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
3,376
shares
|
$707,643
0.56% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
3,374
shares
|
$707,224
0.09% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,370
shares
|
$706,385
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Quattro Financial Advisors LLC
|
Jan 26, 2026 Q4 2025 |
3,362
shares
|
$704,708
0.23% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
3,358
shares
|
$703,870
0.12% of portfolio
|
Q3 2025
Added 120.05%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,356
shares
|
$703,451
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
3,342
shares
|
$700,516
0.02% of portfolio
|
Q4 2025
Added 8.65%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
3,336
shares
|
$699,258
0.48% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
3,327
shares
|
$697,372
0.19% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,327
shares
|
$697,372
0.12% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
3,320
shares
|
$695,905
0.14% of portfolio
|
Q4 2025
Added 50.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
3,316
shares
|
$695,066
0.02% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,304
shares
|
$692,551
0.04% of portfolio
|
Q3 2025
Reduced 6.27%
|
|