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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,460
shares
|
$515,640
0.1% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
2,460
shares
|
$515,640
0.37% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
2,453
shares
|
$514,173
0.0% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,440
shares
|
$511,448
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
2,439
shares
|
$511,238
0.41% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,424
shares
|
$508,094
0.1% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
2,419
shares
|
$507,046
0.05% of portfolio
|
Q4 2025
Added 99.42%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,416
shares
|
$506,417
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,415
shares
|
$506,208
0.04% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,404
shares
|
$503,902
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$503,064
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,386
shares
|
$500,129
0.32% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
2,384
shares
|
$499,710
0.26% of portfolio
|
Q3 2025
Added 26.2%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
2,374
shares
|
$497,614
0.1% of portfolio
|
Q4 2025
Reduced 13.1%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
2,373
shares
|
$497,404
0.03% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,371
shares
|
$496,985
0.0% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
2,371
shares
|
$496,985
0.07% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,360
shares
|
$494,679
0.34% of portfolio
|
Q1 2025
Added 34.47%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
2,359
shares
|
$494,469
0.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
2,349
shares
|
$492,373
0.04% of portfolio
|
Q2 2023
Reduced 10.21%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
2,335
shares
|
$489,439
0.28% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,323
shares
|
$486,924
0.15% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,313
shares
|
$484,827
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
2,294
shares
|
$480,845
0.31% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,264
shares
|
$474,557
0.17% of portfolio
|
Q2 2025
Added 39.32%
|
|