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 |
|---|---|---|---|---|---|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
259
shares
|
$54,288
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
256
shares
|
$53,660
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$52,402
0.03% of portfolio
|
Q2 2024
Reduced 77.36%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
246
shares
|
$51,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
226
shares
|
$47,371
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
225
shares
|
$47,162
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
221
shares
|
$46,323
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
214
shares
|
$44,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
212
shares
|
$44,437
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
211
shares
|
$44,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$41,922
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
200
shares
|
$41,922
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$41,922
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
200
shares
|
$41,922
0.01% of portfolio
|
Q4 2020
Reduced 78.05%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
200
shares
|
$41,922
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
194
shares
|
$40,664
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
186
shares
|
$38,987
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
185
shares
|
$38,777
0.01% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
176
shares
|
$36,891
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
176
shares
|
$36,891
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
175
shares
|
$36,681
0.01% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
175
shares
|
$36,681
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
157
shares
|
$32,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
156
shares
|
$32,699
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
156
shares
|
$32,699
0.01% of portfolio
|
Q2 2023
Reduced 41.13%
|
|