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 1,767 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $35.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
9,812
shares
|
$2.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,697
shares
|
$2.03 Million
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
9,682
shares
|
$2.03 Million
1.84% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
9,651
shares
|
$2.02 Million
0.49% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
9,645
shares
|
$2.02 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
9,597
shares
|
$2.01 Million
1.35% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
9,589
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Added 152.54%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
9,534
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
9,526
shares
|
$2 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
9,502
shares
|
$1.99 Million
0.58% of portfolio
|
Q3 2025
Added 87.38%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,476
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,458
shares
|
$1.98 Million
0.59% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
9,453
shares
|
$1.98 Million
0.73% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
9,446
shares
|
$1.98 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
9,429
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 374.06%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,399
shares
|
$1.97 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
9,398
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
9,315
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,301
shares
|
$1.95 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
9,237
shares
|
$1.94 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
9,216
shares
|
$1.93 Million
0.34% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
9,165
shares
|
$1.92 Million
0.77% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
9,101
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
9,100
shares
|
$1.91 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
9,085
shares
|
$1.9 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.84%
|
|