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 |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
951
shares
|
$199,339
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
929
shares
|
$194,727
0.02% of portfolio
|
Q3 2025
Added 16.86%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
913
shares
|
$191,373
0.05% of portfolio
|
Q3 2024
Added 332.7%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
893
shares
|
$187,181
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
881
shares
|
$184,666
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
852
shares
|
$178,587
0.05% of portfolio
|
Q2 2022
Reduced 31.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$176,282
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$175,443
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
834
shares
|
$174,814
0.02% of portfolio
|
Q3 2025
Reduced 41.84%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
821
shares
|
$172,089
0.05% of portfolio
|
Q3 2025
Added 69.98%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
804
shares
|
$168,526
0.01% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
785
shares
|
$164,543
0.04% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
781
shares
|
$163,705
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$158,674
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
757
shares
|
$158,674
0.05% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
756
shares
|
$158,465
0.02% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
730
shares
|
$153,015
0.07% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
729
shares
|
$152,805
0.07% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
728
shares
|
$152,596
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
715
shares
|
$149,871
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
708
shares
|
$148,403
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
707
shares
|
$148,194
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
685
shares
|
$143,582
0.02% of portfolio
|
Q2 2025
Added 29.25%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
676
shares
|
$141,696
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
674
shares
|
$141,277
0.05% of portfolio
|
Q2 2025
Reduced 63.61%
|
|