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 1,709 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,774
shares
|
$366,313
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,772
shares
|
$365,900
0.02% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
1,770
shares
|
$365,487
0.05% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
1,764
shares
|
$364,248
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
1,759
shares
|
$363,215
0.24% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
1,752
shares
|
$361,770
0.11% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,752
shares
|
$361,770
0.03% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,750
shares
|
$361,357
0.08% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
1,750
shares
|
$361,357
0.17% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,744
shares
|
$360,118
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
1,743
shares
|
$359,912
0.06% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,740
shares
|
$359,292
0.04% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
1,737
shares
|
$358,673
0.03% of portfolio
|
Q3 2025
Added 28.48%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,730
shares
|
$357,227
0.03% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,728
shares
|
$356,814
0.0% of portfolio
|
Q1 2025
Added 18596.93%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,728
shares
|
$356,814
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,720
shares
|
$355,162
0.12% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
1,719
shares
|
$354,956
0.03% of portfolio
|
Q1 2024
Reduced 82.36%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,719
shares
|
$354,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,713
shares
|
$353,717
0.26% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
1,710
shares
|
$353,097
0.09% of portfolio
|
Q4 2023
Reduced 17.23%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,702
shares
|
$351,445
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,701
shares
|
$351,239
0.24% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,700
shares
|
$351,033
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
1,700
shares
|
$351,033
0.03% of portfolio
|
Q2 2025
Reduced 19.32%
|