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 |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
2,679
shares
|
$561,545
0.04% of portfolio
|
Q4 2025
Added 3.64%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
2,670
shares
|
$559,658
0.16% of portfolio
|
Q3 2025
Added 37.42%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
2,664
shares
|
$558,401
0.15% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,662
shares
|
$557,981
0.04% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
2,653
shares
|
$556,095
0.02% of portfolio
|
Q4 2025
Added 7.54%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
2,638
shares
|
$552,951
0.04% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,630
shares
|
$551,274
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
2,611
shares
|
$547,291
0.05% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
2,606
shares
|
$546,243
0.19% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
2,604
shares
|
$545,824
0.04% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
2,600
shares
|
$544,986
0.01% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,596
shares
|
$544,147
0.03% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,590
shares
|
$542,889
0.01% of portfolio
|
Q4 2025
Added 5.84%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,590
shares
|
$542,889
0.15% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
2,579
shares
|
$540,584
0.19% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,552
shares
|
$534,924
0.52% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,544
shares
|
$533,247
0.0% of portfolio
|
Q3 2022
Reduced 3.01%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,544
shares
|
$533,247
0.16% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,511
shares
|
$526,330
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,500
shares
|
$524,025
0.01% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
2,500
shares
|
$524,025
0.13% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
2,490
shares
|
$521,928
0.15% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,477
shares
|
$519,203
0.03% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
2,467
shares
|
$517,107
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
2,461
shares
|
$515,850
0.19% of portfolio
|
Q3 2025
Reduced 4.8%
|
|