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 1,708 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 $33.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
1,055
shares
|
$216,950
0.11% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,054
shares
|
$216,744
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,052
shares
|
$216,333
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2025 Q3 2025 |
1,050
shares
|
$215,922
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,047
shares
|
$215,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
1,046
shares
|
$215,099
0.03% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
1,045
shares
|
$214,893
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
1,044
shares
|
$214,688
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,034
shares
|
$212,631
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
1,026
shares
|
$210,986
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,017
shares
|
$209,135
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,012
shares
|
$208,107
0.08% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,002
shares
|
$206,051
0.07% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
996
shares
|
$204,817
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
994
shares
|
$204,406
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
979
shares
|
$201,321
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
966
shares
|
$198,648
0.03% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
963
shares
|
$198,031
0.01% of portfolio
|
Q2 2025
Reduced 50.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
951
shares
|
$195,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
949
shares
|
$195,152
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
929
shares
|
$191,039
0.1% of portfolio
|
Q2 2025
Added 98.08%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
913
shares
|
$187,749
0.05% of portfolio
|
Q3 2024
Added 332.7%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
906
shares
|
$186,309
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
856
shares
|
$176,027
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
852
shares
|
$175,205
0.05% of portfolio
|
Q2 2022
Reduced 31.51%
|