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 1,765 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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
155
shares
|
$32,489
0.01% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
154
shares
|
$32,279
0.03% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
150
shares
|
$31,441
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
141
shares
|
$29,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2025 Q3 2025 |
133
shares
|
$27,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
130
shares
|
$27,249
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
129
shares
|
$27,039
0.02% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
124
shares
|
$25,991
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
123
shares
|
$25,782
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
120
shares
|
$25,153
0.0% of portfolio
|
Q3 2025
Added 471.43%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
120
shares
|
$25,153
0.0% of portfolio
|
Q2 2025
Added 471.43%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
120
shares
|
$25,153
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
118
shares
|
$24,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
112
shares
|
$23,476
0.02% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
111
shares
|
$23,266
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
111
shares
|
$23,266
0.01% of portfolio
|
Q1 2025
Reduced 72.59%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$21,380
0.0% of portfolio
|
Q2 2022
Reduced 92.08%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
101
shares
|
$21,170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
100
shares
|
$20,961
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$20,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
100
shares
|
$20,961
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
95
shares
|
$19,912
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
93
shares
|
$19,493
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
92
shares
|
$19,284
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
87
shares
|
$18,236
0.0% of portfolio
|
Q1 2024
Reduced 64.63%
|
|