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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,292
shares
|
$690,036
0.21% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
3,290
shares
|
$689,616
0.29% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,273
shares
|
$686,053
0.09% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
3,267
shares
|
$684,795
0.03% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,260
shares
|
$683,328
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,260
shares
|
$683,328
0.03% of portfolio
|
Q2 2021
Added 0.77%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
3,248
shares
|
$680,813
0.15% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
3,246
shares
|
$680,394
0.78% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,232
shares
|
$677,459
0.41% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
3,222
shares
|
$675,363
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3,221
shares
|
$675,153
0.13% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
3,221
shares
|
$675,153
0.3% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,193
shares
|
$669,284
0.05% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
3,191
shares
|
$668,865
0.15% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
3,186
shares
|
$667,817
0.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
3,182
shares
|
$666,979
0.26% of portfolio
|
Q3 2025
Added 48.97%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,174
shares
|
$665,302
0.08% of portfolio
|
Q3 2025
Reduced 20.13%
|
|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
3,172
shares
|
$664,882
0.53% of portfolio
|
Q4 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
3,167
shares
|
$663,834
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
3,163
shares
|
$662,996
0.01% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Independent Wealth Network Inc.
|
Jan 26, 2026 Q4 2025 |
3,137
shares
|
$657,546
0.22% of portfolio
|
Q4 2025
Added 8.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,130
shares
|
$656,079
0.27% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,124
shares
|
$654,821
0.01% of portfolio
|
Q3 2025
Added 61.53%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
3,114
shares
|
$652,725
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
3,110
shares
|
$651,887
0.26% of portfolio
|
Q3 2025
Added 8.29%
|
|