Public ownership evidence

iShares S&P 500 Value ETF (IVE) Ownership Disclosures

Read IVE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares S&P 500 Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
83,287
Value (USD)
$15,872,849
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IVE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IVE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2983,287$15,872,849None
Corient Private Wealth LP2026-06-302026-08-28155,184$35,235,461None
Redwood Investment Management, LLC2024-12-312026-08-287,587$1,448,000None
Redwood Investment Management, LLC2025-03-312026-08-288,072$1,538,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28323$73,372None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28412$86,927None
AFFINITY WEALTH LLC2025-06-302026-08-2713$2,540None
AFFINITY WEALTH LLC2025-03-312026-08-2713$2,478None
AFFINITY WEALTH LLC2024-12-312026-08-2713$2,481None
Legacy Edge Advisors, LLC2025-09-302026-08-272,854$589,380None
Dakota Wealth Management2025-09-302026-08-27978$201,967None
Dakota Wealth Management2025-12-312026-08-27980$207,829None
Dakota Wealth Management2026-03-312026-08-27993$209,672None
Redwood Investment Management, LLC2025-06-302026-08-2713,010$2,542,000None
Redwood Investment Management, LLC2025-09-302026-08-2714,554$3,006,000None
Redwood Investment Management, LLC2025-12-312026-08-2717,793$3,773,000None
Advus Financial Partners, LLC2026-06-302026-08-2631,021$7,043,628None
Advus Financial Partners, LLC2026-03-312026-08-2628,296$5,974,700None
Advus Financial Partners, LLC2025-12-312026-08-2625,929$5,498,763None
Advus Financial Partners, LLC2025-09-302026-08-2625,045$5,172,043None
Advus Financial Partners, LLC2025-06-302026-08-2621,076$4,118,672None
Advus Financial Partners, LLC2025-03-312026-08-2615,999$3,049,089None
Advus Financial Partners, LLC2024-12-312026-08-2613,716$2,618,110None
Advus Financial Partners, LLC2024-09-302026-08-268,214$1,619,554None
Advus Financial Partners, LLC2024-06-302026-08-265,454$992,683None
Advus Financial Partners, LLC2024-03-312026-08-263,876$724,076None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26130,385$27,650,779None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-269,022$2,048,535None
Strategic Financial Services, Inc.2026-06-302026-08-251,130$256,578None
Envision Financial Transparency, LLC2026-06-302026-08-222,158$411,401None
Bernard Wealth Management Corp.2026-06-302026-08-22345$78,336None
Forefront Wealth Partners, LLC2026-06-302026-08-2112,401$2,815,889None
Rehmann Capital Advisory Group2026-06-302026-08-21740,561$168,177,489None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2123$5,222None
Bullock Wealth Management Group2026-06-302026-08-20542$123,521None
Kingsview Wealth Management, LLC2026-06-302026-08-2010,064$2,285,203None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-202,483$524,286None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2051,450$10,863,671None
Goodwin Investment Advisory2026-06-302026-08-201,324$300,627None
Archer Investment Corp2026-06-302026-08-20380$86,273None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-202,141$486,135None
Field & Main Bank2026-06-302026-08-2061$13,851None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20168,907$38,352,096None
Sankala Group LLC2026-06-302026-08-19159$37,713None
Beacon Pointe Advisors, LLC2026-06-302026-08-19166,410$37,784,954None
Copia Wealth Management2026-06-302026-08-191,300$295,178None
Orion Capital Management LLC2026-06-302026-08-1973$16,649None
Denver PWM, LLC2026-06-302026-08-191,397$332,672None
Glenview Trust Co2026-06-302026-08-191,020$231,601None
Glenview Trust Co2026-06-302026-08-196,550$1,487,243None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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