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 |
|---|---|---|---|---|---|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
672
shares
|
$140,857
0.04% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
672
shares
|
$140,857
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
657
shares
|
$137,713
0.02% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
653
shares
|
$136,875
0.1% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
638
shares
|
$133,731
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$133,521
0.02% of portfolio
|
Q3 2022
Added 11.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
634
shares
|
$132,892
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
614
shares
|
$128,700
0.03% of portfolio
|
Q4 2023
Reduced 16.91%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
607
shares
|
$127,233
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$126,604
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
604
shares
|
$126,604
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
593
shares
|
$124,298
0.07% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
576
shares
|
$120,735
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
569
shares
|
$119,268
0.02% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
563
shares
|
$118,010
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
560
shares
|
$117,381
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
550
shares
|
$115,285
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
547
shares
|
$114,656
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
542
shares
|
$113,608
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
542
shares
|
$113,608
0.02% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
539
shares
|
$112,979
0.03% of portfolio
|
Q3 2025
Added 376.99%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
537
shares
|
$112,560
0.1% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
528
shares
|
$110,674
0.04% of portfolio
|
Q3 2025
Added 157.56%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
518
shares
|
$108,577
0.0% of portfolio
|
Q3 2025
Added 151.46%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
516
shares
|
$108,158
0.04% of portfolio
|
Q3 2025
Reduced 1.53%
|
|