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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,871
shares
|
$601,790
0.02% of portfolio
|
Q3 2025
Added 36.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,854
shares
|
$598,226
0.0% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,850
shares
|
$597,388
0.02% of portfolio
|
Q3 2025
Added 86.52%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,832
shares
|
$593,615
0.26% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,825
shares
|
$592,148
0.09% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
2,817
shares
|
$590,471
0.03% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,816
shares
|
$590,261
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
2,805
shares
|
$587,956
0.18% of portfolio
|
Q4 2025
Added 9.44%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
2,800
shares
|
$586,908
0.07% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
2,778
shares
|
$582,296
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,775
shares
|
$581,667
0.02% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
2,765
shares
|
$579,571
0.25% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,764
shares
|
$579,362
0.31% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,763
shares
|
$579,152
0.07% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
2,750
shares
|
$576,427
0.11% of portfolio
|
Q4 2025
Reduced 9.95%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,742
shares
|
$574,750
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
2,742
shares
|
$574,750
0.24% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,740
shares
|
$574,331
0.05% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
2,721
shares
|
$570,348
0.01% of portfolio
|
Q3 2025
Added 37.42%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,714
shares
|
$568,881
0.12% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
2,700
shares
|
$565,947
0.16% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,694
shares
|
$564,689
0.01% of portfolio
|
Q3 2025
Added 33.37%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,693
shares
|
$564,479
0.25% of portfolio
|
Q1 2023
Reduced 36.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
2,689
shares
|
$563,641
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,687
shares
|
$563,222
0.37% of portfolio
|
Q3 2025
New holding
|
|