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 |
|---|---|---|---|---|---|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
359
shares
|
$75,249
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
355
shares
|
$74,411
0.04% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
355
shares
|
$74,411
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
352
shares
|
$73,782
0.01% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
352
shares
|
$73,782
0.05% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
347
shares
|
$72,734
0.02% of portfolio
|
Q2 2025
Reduced 30.18%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
345
shares
|
$72,315
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$70,428
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
325
shares
|
$68,123
0.03% of portfolio
|
Q3 2025
Reduced 86.29%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
323
shares
|
$67,704
0.01% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
316
shares
|
$66,236
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
316
shares
|
$66,236
0.05% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
315
shares
|
$66,027
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
308
shares
|
$64,559
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
302
shares
|
$63,302
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
301
shares
|
$63,092
0.06% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
288
shares
|
$60,367
0.01% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
280
shares
|
$58,690
0.01% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
280
shares
|
$58,690
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
277
shares
|
$58,061
0.01% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
276
shares
|
$57,852
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
273
shares
|
$57,223
0.02% of portfolio
|
Q3 2025
Reduced 36.07%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
271
shares
|
$56,804
0.01% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
262
shares
|
$54,917
0.0% of portfolio
|
Q3 2021
Reduced 4.73%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
262
shares
|
$54,917
0.05% of portfolio
|
Q2 2025
New holding
|
|