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 1,779 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
98,761
shares
|
$20.7 Million
3.15% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
98,635
shares
|
$20.7 Million
0.03% of portfolio
|
Q4 2025
Added 10.07%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
97,922
shares
|
$20.5 Million
3.6% of portfolio
|
Q4 2025
Reduced 3.01%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
97,294
shares
|
$20.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
97,059
shares
|
$20.3 Million
3.38% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
97,030
shares
|
$20.3 Million
1.11% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
97,018
shares
|
$20.3 Million
0.38% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
96,875
shares
|
$20.3 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
96,061
shares
|
$20.1 Million
0.45% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
95,997
shares
|
$20.1 Million
2.72% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
95,919
shares
|
$20.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
95,783
shares
|
$20.1 Million
0.47% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
95,197
shares
|
$20 Million
1.42% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
94,987
shares
|
$19.9 Million
10.48% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
94,188
shares
|
$19.7 Million
1.23% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
93,830
shares
|
$19.7 Million
6.47% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
93,636
shares
|
$19.6 Million
1.73% of portfolio
|
Q4 2025
Added 19.62%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
92,784
shares
|
$19.4 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
91,581
shares
|
$19.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
91,300
shares
|
$19.1 Million
0.47% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
89,705
shares
|
$18.8 Million
2.88% of portfolio
|
Q4 2025
Added 50.82%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
87,728
shares
|
$18.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
87,110
shares
|
$18.3 Million
6.47% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
86,806
shares
|
$18.2 Million
1.22% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
86,793
shares
|
$18.2 Million
0.6% of portfolio
|
Q3 2025
Added 1.41%
|
|