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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
3,067
shares
|
$642,873
1.37% of portfolio
|
Q3 2025
Added 180.6%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,061
shares
|
$641,616
0.09% of portfolio
|
Q4 2022
Reduced 14.16%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,061
shares
|
$641,616
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
3,041
shares
|
$637,424
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
3,040
shares
|
$637,214
0.01% of portfolio
|
Q4 2025
Added 45.45%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
3,038
shares
|
$636,795
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
3,022
shares
|
$633,441
0.19% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 20, 2026 Q4 2025 |
3,013
shares
|
$631,554
1.39% of portfolio
|
Q4 2025
Added 75.38%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
3,009
shares
|
$630,716
0.33% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,998
shares
|
$628,410
0.05% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 23, 2026 Q4 2025 |
2,990
shares
|
$626,733
0.27% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,985
shares
|
$625,685
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,981
shares
|
$624,847
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,973
shares
|
$623,170
0.05% of portfolio
|
Q4 2022
Reduced 13.93%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,969
shares
|
$622,332
0.33% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,967
shares
|
$621,912
0.08% of portfolio
|
Q1 2025
Reduced 91.39%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
2,955
shares
|
$619,397
0.26% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
2,949
shares
|
$618,139
0.4% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
2,948
shares
|
$617,930
0.2% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
2,916
shares
|
$611,222
0.5% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
2,916
shares
|
$611,222
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$609,126
0.01% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,902
shares
|
$608,288
0.21% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,890
shares
|
$605,772
0.04% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
2,875
shares
|
$602,628
0.06% of portfolio
|
Q3 2025
Added 1.09%
|
|