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 |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
2,149
shares
|
$450,451
0.01% of portfolio
|
Q4 2025
Added 30.56%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,148
shares
|
$450,242
0.07% of portfolio
|
Q3 2025
Added 64.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,145
shares
|
$449,613
0.19% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,144
shares
|
$449,403
0.05% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
2,143
shares
|
$449,194
0.2% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
2,120
shares
|
$444,373
0.12% of portfolio
|
Q4 2025
Added 47.12%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
2,117
shares
|
$443,744
0.13% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,114
shares
|
$443,115
0.73% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
2,112
shares
|
$442,696
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Genesis Financial Group, LLC
Paramus, NJ |
Jan 16, 2026 Q4 2025 |
2,110
shares
|
$442,277
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
2,098
shares
|
$439,761
0.2% of portfolio
|
Q4 2025
Added 31.54%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
2,091
shares
|
$438,294
0.09% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Jan 20, 2026 Q4 2025 |
2,091
shares
|
$438,294
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
2,088
shares
|
$437,665
0.39% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
2,080
shares
|
$435,988
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
2,066
shares
|
$433,054
0.16% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,063
shares
|
$432,425
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
2,055
shares
|
$430,748
0.07% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
2,054
shares
|
$430,538
0.21% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
2,047
shares
|
$429,071
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 26, 2026 Q4 2025 |
2,047
shares
|
$429,071
0.89% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,045
shares
|
$428,652
0.06% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
2,045
shares
|
$428,652
0.35% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,034
shares
|
$426,346
0.15% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,034
shares
|
$426,346
0.09% of portfolio
|
Q2 2024
Reduced 28.53%
|
|