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 1,766 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
173,050
shares
|
$36.3 Million
11.69% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
170,493
shares
|
$35.7 Million
12.19% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
157,781
shares
|
$33.1 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
157,114
shares
|
$32.9 Million
0.21% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
157,111
shares
|
$32.9 Million
2.54% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
156,000
shares
|
$32.7 Million
11.62% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
155,701
shares
|
$32.6 Million
3.66% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
154,589
shares
|
$32.4 Million
0.02% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
152,101
shares
|
$31.9 Million
3.71% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
151,482
shares
|
$31.8 Million
2.65% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
150,813
shares
|
$31.6 Million
3.83% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
149,960
shares
|
$31.4 Million
0.39% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
149,565
shares
|
$31.4 Million
5.29% of portfolio
|
Q3 2025
Added 499.05%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
148,596
shares
|
$31.1 Million
3.77% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
148,338
shares
|
$31.1 Million
0.65% of portfolio
|
Q3 2025
Added 25.13%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
145,582
shares
|
$30.5 Million
1.05% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
143,183
shares
|
$30 Million
1.62% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
142,883
shares
|
$29.9 Million
4.27% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
139,232
shares
|
$29.2 Million
0.3% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
138,231
shares
|
$29 Million
5.26% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
137,320
shares
|
$28.8 Million
0.19% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,786
shares
|
$28.7 Million
0.49% of portfolio
|
Q3 2022
Added 45.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
133,822
shares
|
$28.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
131,894
shares
|
$27.6 Million
0.45% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
131,284
shares
|
$27.5 Million
0.62% of portfolio
|
Q2 2025
Reduced 46.76%
|
|