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 |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
2,261
shares
|
$473,928
0.33% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,258
shares
|
$473,299
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,255
shares
|
$472,670
0.22% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
2,246
shares
|
$470,784
0.04% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
2,245
shares
|
$470,574
0.02% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
2,237
shares
|
$468,897
0.35% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,233
shares
|
$468,059
0.02% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,230
shares
|
$467,430
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
2,225
shares
|
$466,382
0.12% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
2,225
shares
|
$466,382
0.08% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
2,225
shares
|
$466,382
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
2,218
shares
|
$464,914
0.01% of portfolio
|
Q3 2025
Reduced 18.28%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,212
shares
|
$463,657
0.0% of portfolio
|
Q3 2025
Reduced 44.46%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,206
shares
|
$462,399
0.02% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
2,202
shares
|
$461,561
0.01% of portfolio
|
Q4 2025
Reduced 38.04%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,200
shares
|
$461,142
0.09% of portfolio
|
Q3 2025
Added 198.1%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
2,190
shares
|
$459,045
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
2,183
shares
|
$457,578
0.05% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,178
shares
|
$456,530
0.08% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
2,177
shares
|
$456,320
0.17% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
2,174
shares
|
$455,692
0.1% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,172
shares
|
$455,272
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,172
shares
|
$455,272
0.08% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
2,166
shares
|
$454,015
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
2,165
shares
|
$453,805
0.05% of portfolio
|
Q4 2025
Reduced 0.37%
|
|