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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
113,326
shares
|
$23.8 Million
0.32% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
112,577
shares
|
$23.6 Million
0.35% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
110,836
shares
|
$23.2 Million
0.56% of portfolio
|
Q3 2025
Added 330.63%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
110,778
shares
|
$23.2 Million
0.38% of portfolio
|
Q3 2025
Added 1570.1%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
109,875
shares
|
$23 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
109,341
shares
|
$22.9 Million
1.06% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
109,219
shares
|
$22.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
108,220
shares
|
$22.7 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
107,850
shares
|
$22.6 Million
0.22% of portfolio
|
Q1 2025
Added 69.25%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
107,285
shares
|
$22.5 Million
2.25% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
107,094
shares
|
$22.4 Million
0.31% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
107,039
shares
|
$22.4 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
106,469
shares
|
$22.3 Million
3.97% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
106,381
shares
|
$22.3 Million
0.7% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
105,994
shares
|
$22.2 Million
3.82% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
105,150
shares
|
$22 Million
3.21% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
104,861
shares
|
$22 Million
2.57% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
104,336
shares
|
$21.9 Million
0.65% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
103,432
shares
|
$21.7 Million
0.04% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
103,209
shares
|
$21.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
100,962
shares
|
$21.2 Million
3.71% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
100,440
shares
|
$21.1 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
99,896
shares
|
$20.9 Million
0.41% of portfolio
|
Q2 2025
Reduced 98.36%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
98,761
shares
|
$20.7 Million
3.15% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
97,294
shares
|
$20.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.82%
|
|