← Every company
Who Owns iShares S&P 500 Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares S&P 500 Value ETF.
Who crossed 5% of IVE →Managers holding
89
as of 2026-09-30
Reported value
$306.9M
summed across filings
Shares held
1.3M
Added vs trimmed
34 / 29
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF144.3K shtrimmed | $32.9M |
| KWMG, LLCS&P 500 VAL ETF138.3K shadded | $31.6M |
| CoreCap Advisors, LLCETF107.5K shadded | $24.5M |
| Financial Enhancement Group LLCS&P 500 VAL ETF78.8K shadded | $18.2M |
| RTD Financial Advisors, Inc.S&P 500 VAL ETF73.9K shtrimmed | $16.9M |
| SACKS & ASSOCIATES, LLCS&P 500 VAL ETF65.2K shtrimmed | $14.9M |
| McNaughton Wealth Management, LLCS&P 500 VAL ETF60.9K shadded | $13.9M |
| Prosperity Planning, Inc.S&P 500 VAL ETF52K shtrimmed | $11.9M |
| Acropolis Investment Management, LLCS&P 500 VAL ETF51.7K shtrimmed | $11.8M |
| SigFig Wealth Management, LLCS&P 500 VAL ETF43.8K shadded | $10M |
| Apeiron RIA LLCS&P 500 VAL ETF40.3K shtrimmed | $9.2M |
| Adirondack Capital Advisors, LLCS&P 500 VAL ETF36.5K shadded | $8.3M |
| YHB Investment Advisors, Inc.S&P 500 VAL ETF36.2K shadded | $8.3M |
| Avidian Wealth Enterprises, LLCS&P 500 VAL ETF32.2K shtrimmed | $7.3M |
| SAPIENT CAPITAL LLCS&P 500 VAL ETF31.2K shtrimmed | $7.1M |
| Apella Capital, LLCS&P 500 VAL ETF30K shadded | $6.9M |
| Pathway Financial Advisors LLCS&P 500 VAL ETF29.1K shheld | $6.6M |
| Balefire, LLCS&P 500 VAL ETF27.7K shadded | $6.3M |
| First Heartland Consultants, Inc.S&P 500 VAL ETF26.4K shtrimmed | $6M |
| Retirement Wealth Solutions LLCS&P 500 VAL ETF25.3K shadded | $5.8M |
| Valeo Financial Advisors, LLCETF14.9K shtrimmed | $3.4M |
| Graves Light Lenhart Wealth, Inc.S&P 500 VAL ETF12.7K shadded | $2.9M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCS&P 500 VAL ETF12.2K shtrimmed | $2.8M |
| Councilor Wealth, LLCS&P 500 VAL ETF11.4K shadded | $2.6M |
| Cassilly Financial Group LLCS&P 500 VAL ETF9.9K shadded | $2.3M |
| Whitcomb & Hess, Inc.S&P 500 VAL ETF7.4K shadded | $1.7M |
| MJT & Associates Financial Advisory Group, Inc.ETF6.9K shtrimmed | $1.6M |
| Wedmont Private CapitalS&P 500 VAL ETF6.4K shadded | $1.5M |
| Asempa Wealth AdvisorsS&P 500 VAL ETF6.5K shtrimmed | $1.5M |
| TrueWealth Advisors, LLCS&P 500 VAL ETF6K shadded | $1.4M |
| Venture Visionary Partners LLCS&P 500 VAL ETF5.6K shtrimmed | $1.3M |
| CHAPIN DAVIS, INC.S&P 500 VAL ETF5.2K shtrimmed | $1.2M |
| Decker Wealth Management LLCS&P 500 VAL ETF5.2K shheld | $1.2M |
| Cooper Financial GroupS&P 500 VAL ETF5.1K shtrimmed | $1.2M |
| Castleview Partners, LLCS&P 500 VAL ETF4.9K shadded | $1.1M |
| Gallagher Capital Advisors, LLCS&P 500 VAL ETF4.8K shadded | $1.1M |
| Tactive Advisors, LLCS&P 500 VAL ETF4.8K shadded | $1.1M |
| Sound Income Strategies, LLCS&P 500 VAL ETF4.4K shtrimmed | $1M |
| EASTERN BANKS&P 500 VAL ETF4.3K shadded | $985.5K |
| Central Pacific Bank - Trust DivisionS&P 500 VAL ETF4.1K shheld | $939.1K |
| INSPIRION WEALTH ADVISORS, LLCS&P 500 VAL ETF4K shheld | $906K |
| Lee, Kelleher & Klein Wealth ManagementS&P 500 VAL ETF3.8K shheld | $857K |
| KFA Private Wealth Group, LLCS&P 500 VAL ETF3.4K shtrimmed | $785.3K |
| Shulman DeMeo Asset Management LLCS&P 500 VAL ETF3.3K shadded | $751.1K |
| MAGNOLIA CAPITAL MANAGEMENT LTDUIU3.2K shheld | $734K |
| Atlas Brown,Inc.ETF3.1K shadded | $709K |
| CAMELOT TECHNOLOGY ADVISORS, INC.S&P 500 VAL ETF3.1K shadded | $708K |
| Veracity Capital LLCS&P 500 VAL ETF3.1K shtrimmed | $700.2K |
| Veery Capital, LLCS&P 500 VAL ETF2.2K shadded | $504.3K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom2K shtrimmed | $449.7K |
| Weaver Consulting GroupS&P 500 VAL ETF1.9K shheld | $423.5K |
| GAMMA Investing LLCETF1.8K shadded | $421.9K |
| Breakwater Capital GroupS&P 500 VAL ETF1.7K shadded | $397.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.7K shtrimmed | $396.3K |
| BAKER TILLY WEALTH MANAGEMENT, LLCS&P 500 VAL ETF1.6K shheld | $373.9K |
| Friday FinancialS&P 500 VAL ETF1.6K shheld | $365.8K |
| Kure Advisory, LLCS&P 500 VAL ETF1.6K shtrimmed | $358.4K |
| Bank of New HampshireS&P 500 VAL ETF1.5K shheld | $352.7K |
| Peterson Wealth Advisors, LLCS&P 500 VAL ETF1.5K shtrimmed | $336.9K |
| DIVERSIFIED MANAGEMENT INCS&P 500 VAL ETF1.5K shadded | $331.1K |
| Everhart Financial Group, Inc.S&P 500 VAL ETF1.4K shadded | $324.1K |
| Cambridge Financial Group, LLCS&P 500 VAL ETF1.4K shheld | $319.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLCS&P 500 VAL ETF1.4K shheld | $318.5K |
| David J Yvars GroupS&P 500 VAL ETF1.3K shadded | $306.4K |
| ARMSTRONG ADVISORY GROUP, INCS&P 500 VAL ETF1.3K shheld | $297.4K |
| Grove Bank & TrustS&P 500 VAL ETF1.3K shheld | $294.5K |
| Bangor Savings BankS&P 500 VAL ETF1.3K shheld | $285.8K |
| Factor Wealth Management LTDS&P 500 VAL ETF1.2K shadded | $279.4K |
| Investment Partners Asset Management, Inc.S&P 500 VAL ETF1.2K shheld | $273.9K |
| Longview Financial Advisors, Inc.ETF1.2K shadded | $263.1K |
| WoodTrust Financial CorpOTHER1.1K shtrimmed | $260K |
| Dickmeyer Boyce Financial Management, Inc.S&P 500 VAL ETF1.1K shadded | $247.3K |
| Crumly & Associates Inc.S&P 500 VAL ETF1K shheld | $230.3K |
| ANB BANKCom1K shtrimmed | $228.5K |
| ELEVATION WEALTH PARTNERS, LLCS&P 500 VAL ETF980 shtrimmed | $223.8K |
| Shira Ridge Wealth ManagementS&P 500 VAL ETF887 shtrimmed | $202.4K |
| Bullock Wealth Management GroupETF531 shadded | $121.4K |
| TOMPKINS FINANCIAL CORPS&P 500 VAL ETF495 shheld | $113K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund338 shheld | $77.2K |
| AMERICAN NATIONAL BANK & TRUSTS&P 500 VAL ETF254 shheld | $58K |
| ATWOOD & PALMER INCCOM197 shadded | $44.9K |
| Rosenberg Matthew HamiltonETF184 shtrimmed | $42K |
| Davis Capital ManagementETF112 shheld | $25.6K |
| GILPIN WEALTH MANAGEMENT, LLCS&P 500 VAL ETF110 shheld | $25.1K |
| TOTH FINANCIAL ADVISORY CORPS&P 500 VAL ETF71 shheld | $16.2K |
| Trust CoETF63 shheld | $14.4K |
| VALLEY WEALTH MANAGERS, INC.ETF57 shheld | $13K |
| Investors Research CorpS&P 500 VAL ETF21 shtrimmed | $4.8K |
| Wealth Enhancement Trust Services, Inc.S&P 500 VAL ETF13 sh— | $3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on IVE
Follow iShares S&P 500 Value ETF (IVE) by email
New trades in iShares S&P 500 Value ETF (IVE) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.