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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$7,755
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
37
shares
|
$7,755
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
30
shares
|
$6,288
0.0% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
28
shares
|
$5,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
27
shares
|
$5,659
0.0% of portfolio
|
Q3 2025
Reduced 98.96%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
26
shares
|
$5,449
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
24
shares
|
$5,030
0.0% of portfolio
|
Q4 2023
Reduced 86.21%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
22
shares
|
$4,611
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$4,192
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
20
shares
|
$4,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$4,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
20
shares
|
$4,192
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
17
shares
|
$3,563
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
16
shares
|
$3,353
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
15
shares
|
$3,144
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
15
shares
|
$3,144
0.0% of portfolio
|
Q3 2025
Reduced 81.71%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
14
shares
|
$2,934
0.0% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
14
shares
|
$2,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
13
shares
|
$2,724
0.0% of portfolio
|
Q3 2025
Reduced 93.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
12
shares
|
$2,515
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
11
shares
|
$2,305
0.0% of portfolio
|
Q3 2025
Reduced 35.29%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
10
shares
|
$2,096
0.0% of portfolio
|
Q3 2025
Reduced 80.77%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
9
shares
|
$1,886
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
8
shares
|
$1,676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
6
shares
|
$1,257
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|