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 |
|---|---|---|---|---|---|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
131,158
shares
|
$27.5 Million
5.67% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
130,987
shares
|
$27.5 Million
0.35% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
130,648
shares
|
$27.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
130,524
shares
|
$27.4 Million
2.99% of portfolio
|
Q3 2025
Added 27.79%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
130,352
shares
|
$27.3 Million
7.45% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
128,265
shares
|
$26.9 Million
7.86% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
127,409
shares
|
$26.7 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
126,318
shares
|
$26.5 Million
0.29% of portfolio
|
Q3 2023
Added 20.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
123,712
shares
|
$25.9 Million
0.12% of portfolio
|
Q2 2023
Reduced 98.84%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
121,590
shares
|
$25.5 Million
5.8% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
121,469
shares
|
$25.5 Million
8.63% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
120,927
shares
|
$25.3 Million
0.91% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
120,266
shares
|
$25.2 Million
5.2% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
119,501
shares
|
$25 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
117,353
shares
|
$24.6 Million
5.52% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
117,200
shares
|
$24.6 Million
1.58% of portfolio
|
Q3 2025
Reduced 51.95%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
117,117
shares
|
$24.5 Million
2.16% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
116,629
shares
|
$24.4 Million
1.38% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
116,174
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
115,946
shares
|
$24.3 Million
0.65% of portfolio
|
Q4 2023
Added 3.91%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
115,570
shares
|
$24.2 Million
3.11% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
114,992
shares
|
$24.1 Million
0.14% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
114,533
shares
|
$24 Million
3.05% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
113,889
shares
|
$23.9 Million
1.36% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
113,676
shares
|
$23.8 Million
2.39% of portfolio
|
Q3 2025
Reduced 2.03%
|
|