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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
512
shares
|
$107,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
498
shares
|
$104,385
0.01% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
494
shares
|
$103,547
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
488
shares
|
$102,289
0.0% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
458
shares
|
$96,001
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
450
shares
|
$94,324
0.04% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
450
shares
|
$94,324
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
438
shares
|
$91,809
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
438
shares
|
$91,809
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
436
shares
|
$91,389
0.02% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
431
shares
|
$90,341
0.05% of portfolio
|
Q3 2025
Reduced 41.6%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
408
shares
|
$85,520
0.01% of portfolio
|
Q4 2024
Added 90.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$84,892
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$83,844
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$83,844
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
399
shares
|
$83,634
0.03% of portfolio
|
Q1 2025
Reduced 42.84%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
395
shares
|
$82,795
0.04% of portfolio
|
Q1 2025
Reduced 34.17%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
382
shares
|
$80,071
0.01% of portfolio
|
Q3 2025
Added 30.82%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
379
shares
|
$79,442
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
378
shares
|
$79,232
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
376
shares
|
$78,813
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
375
shares
|
$78,603
0.0% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
373
shares
|
$78,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
366
shares
|
$76,717
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
364
shares
|
$76,298
0.01% of portfolio
|
Q2 2025
Reduced 28.35%
|
|