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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,129
shares
|
$17.8 Million
1.58% of portfolio
|
Q2 2023
Reduced 3.14%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
85,027
shares
|
$17.8 Million
5.79% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
84,718
shares
|
$17.8 Million
3.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
84,700
shares
|
$17.8 Million
0.45% of portfolio
|
Q3 2025
Added 130.46%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
84,184
shares
|
$17.6 Million
9.35% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
84,033
shares
|
$17.6 Million
4.88% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
82,312
shares
|
$17.3 Million
0.05% of portfolio
|
Q3 2025
Added 33.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
81,023
shares
|
$17 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
80,962
shares
|
$17 Million
1.09% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
80,881
shares
|
$17 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
80,351
shares
|
$16.8 Million
2.79% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
80,206
shares
|
$16.8 Million
1.83% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
80,116
shares
|
$16.8 Million
0.48% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
79,803
shares
|
$16.7 Million
7.11% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
79,626
shares
|
$16.7 Million
0.26% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
79,333
shares
|
$16.6 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
78,580
shares
|
$16.5 Million
0.23% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
78,275
shares
|
$16.4 Million
1.44% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
77,988
shares
|
$16.3 Million
2.86% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
76,997
shares
|
$16.1 Million
0.32% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
76,738
shares
|
$16.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
76,404
shares
|
$16 Million
5.19% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
76,330
shares
|
$16 Million
5.29% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
76,299
shares
|
$16 Million
2.62% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
76,108
shares
|
$16 Million
1.03% of portfolio
|
Q3 2025
Added 0.57%
|
|