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

iShares S&P 500 Value ETF logo
$197.50 -0.09 (-0.05%)
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Institutional Ownership Changes (13F Filings) for iShares S&P 500 Value ETF (NYSEARCA:IVE)

Number of
Institutional Buyers
(last 12 months)
1081
Total
Institutional Inflows
(last 12 months)
$6.16B
Number of
Institutional Sellers
(last 12 months)
732
Total
Institutional Outflows
(last 12 months)
$2.85B
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IVE Institutional Buying and Selling by Quarter

iShares S&P 500 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025PFG Investments LLC7,043$1.38M0.1%+1.2%0.004%
7/18/2025Consolidated Portfolio Review Corp3,073$600K0.1%+168.6%0.002%
7/18/2025Cooper Financial Group4,624$904K0.1%-45.2%0.002%
7/18/2025Truist Financial Corp639,577$124.99M0.2%+28.4%0.319%
7/18/2025Lockerman Financial Group Inc.1,568$306K0.4%+32.7%0.001%
7/18/2025Pennsylvania Capital Management Inc. ADV5,037$984K0.3%+375.2%0.003%
7/18/2025BCU Wealth Advisors LLC11,879$2.32M1.0%+47.8%0.006%
7/17/2025MBA Advisors LLC4,406$861K0.4%-17.0%0.002%
7/17/2025One Wealth Advisors LLC86,524$16.91M2.4%+16.9%0.043%
7/17/2025Park Place Capital Corp12,914$2.55M0.6%-35.9%0.006%
7/17/2025Greenleaf Trust160,499$31.37M0.3%+2.2%0.080%
7/17/2025HCR Wealth Advisors2,280$446K0.1%+3.6%0.001%
7/17/2025 Capital Investment Advisors LLC2,486$486K0.0%+19.8%0.001%
7/17/2025Raleigh Capital Management Inc.8,534$1.67M0.7%+17.5%0.004%
7/17/2025LexAurum Advisors LLC5,019$981K0.2%+2.4%0.003%
7/17/2025HB Wealth Management LLC49,321$9.64M0.1%-6.0%0.025%
7/17/2025Janney Montgomery Scott LLC1,006,406$196.67M0.5%+9.2%0.502%
7/17/2025Venture Visionary Partners LLC6,110$1.19M0.0%+9.3%0.003%
7/17/2025Smith Anglin Financial LLC70,623$13.80M1.2%+24.1%0.035%
7/17/2025Smith Chas P & Associates PA Cpas2,273$444K0.0%-15.6%0.001%
7/17/2025Baron Silver Stevens Financial Advisors LLC2,041$399K0.1%N/A0.001%
7/17/2025Fifth Third Securities Inc.54,436$10.64M0.8%+6.7%0.027%
7/17/2025Kelly Financial Services LLC84,671$16.55M4.9%+21.8%0.042%
7/17/2025FARMERS & MERCHANTS TRUST Co OF LONG BEACH7,393$1.45M0.3%+46.3%0.004%
7/17/2025Astoria Strategic Wealth Inc.68,754$13.44M3.6%+1.3%0.034%
7/17/2025Sound Income Strategies LLC7,673$1.50M0.1%+31.5%0.004%
7/17/2025First County Bank CT 1,055$206K0.1%-15.9%0.001%
7/17/2025Independence Bank of Kentucky1,387$271K0.0%-4.1%0.001%
7/17/2025Patton Albertson Miller Group LLC5,568$1.09M0.1%-8.1%0.003%
7/17/2025Tritonpoint Wealth LLC1,034$202K0.0%N/A0.001%
7/17/2025Avior Wealth Management LLC13,607$2.66M0.1%-0.9%0.007%
7/17/2025Neumann Capital Management LLC9,895$1.93M0.6%-14.1%0.005%
7/17/2025XY Planning Network Inc.1,361$266K0.1%N/A0.001%
7/17/2025Michels Family Financial LLC5,544$1.08M0.9%-2.3%0.003%
7/17/2025Tempus Wealth Planning LLC6,867$1.34M0.3%+24.9%0.003%
7/17/2025SeaBridge Investment Advisors LLC6,600$1.29M0.2%N/A0.003%
7/16/2025 Signature Resources Capital Management LLC738$144K0.1%N/A0.000%
7/16/2025 Ascent Capital Management LLC13,372$2.61M2.3%+23.1%0.007%
7/16/2025 Encompass Wealth Advisors LLC167,380$32.71M12.0%+3.2%0.084%
7/16/2025 Signaturefd LLC2,129$416K0.0%-34.6%0.001%
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7/16/2025 ORG Partners LLC5,074$1.00M0.2%+397.9%0.003%
7/16/2025 Lloyd Advisory Services LLC.3,146$615K0.3%+17.0%0.002%
7/16/2025 Moisand Fitzgerald Tamayo LLC7,498$1.47M0.2%-0.7%0.004%
7/16/2025 1834 Investment Advisors Co.163,617$31.97M4.0%-5.1%0.082%
7/16/2025 Instrumental Wealth LLC62,750$12.29M9.8%+2.2%0.031%
7/16/2025 GenWealth Group Inc.14,378$2.81M0.6%-0.5%0.007%
7/16/2025 Crowley Wealth Management Inc.1,477$289K0.3%+5.7%0.001%
7/16/2025 ST Germain D J Co. Inc.568$111K0.0%+24.8%0.000%
7/16/2025 Southern Capital Advisors LLC17,958$3.51M1.8%+3.2%0.009%
7/16/2025 Falcon Wealth Planning29,326$5.73M0.6%+11.2%0.015%
7/16/2025 Evergreen Private Wealth LLC2,872$561K0.2%-5.2%0.001%
7/16/2025 Amarillo National Bank268,401$52.45M9.7%-0.5%0.134%
7/16/2025 Five Oceans Advisors2,077$406K0.2%+8.0%0.001%
7/16/2025 FORM Wealth Advisors LLC16,883$3.30M0.4%+5.2%0.008%
7/16/2025 TCI Wealth Advisors Inc.1,112$217K0.0%N/A0.001%
7/16/2025 American National Bank & Trust364$71K0.0%-28.3%0.000%
7/16/2025 Colton Groome Financial Advisors LLC1,690$330K0.1%-13.6%0.001%
7/16/2025 Dakota Wealth Management1,977$386K0.0%-14.2%0.001%
7/16/2025 Perigon Wealth Management LLC118,545$23.17M0.5%+15.5%0.059%
7/16/2025 Pacific Sage Partners LLC1,764$345K0.1%N/A0.001%
7/16/2025 Octavia Wealth Advisors LLC1,383$270K0.0%+31.7%0.001%
7/16/2025 Magnus Financial Group LLC22,488$4.40M0.4%+32.9%0.011%
7/16/2025 Kennedy Investment Group7,029$1.37M0.6%+5.0%0.004%
7/16/2025 Moneywise Inc.1,793$350K0.2%N/A0.001%
7/15/2025 BigSur Wealth Management LLC8,500$1.66M0.4%-74.3%0.004%
7/15/2025 Oxinas Partners Wealth Management LLC8,082$1.58M0.8%+12.8%0.004%
7/15/2025 Spectrum Planning & Advisory Services Inc.4,962$970K0.6%-57.9%0.002%
7/15/2025 North Star Investment Management Corp.181,803$35.53M2.5%+0.1%0.091%
7/15/2025 Harrell Investment Partners LLC1,464$286K0.1%+29.2%0.001%
7/15/2025 TD Private Client Wealth LLC94,595$18.49M0.5%-4.7%0.047%
7/15/2025 Mather Group LLC.15,799$3.09M0.0%+8.7%0.008%
7/15/2025 Graypoint LLC97,030$18.96M1.1%+0.4%0.048%
7/15/2025 Ballentine Partners LLC5,512$1.08M0.0%-30.0%0.003%
7/15/2025 Home Federal Bank of Tennessee391,484$76.50M21.7%+0.1%0.195%
7/15/2025 Axis Wealth Partners LLC19,142$3.74M2.5%-1.4%0.010%
7/15/2025 Cranbrook Wealth Management LLC25,291$4.94M1.1%+3.2%0.013%
7/15/2025 Fifth Third Bancorp250,958$49.04M0.2%-0.5%0.125%
7/15/2025 Droms Strauss Advisors Inc. MO ADV128,661$25.14M7.7%+0.9%0.064%
7/15/2025 Compagnie Lombard Odier SCmA239$47K0.0%N/A0.000%
7/15/2025 LVZ Inc.449,606$87.86M10.5%+2.0%0.224%
7/15/2025 Oregon Pacific Wealth Management LLC2,028$396K0.4%N/A0.001%
7/15/2025 RTD Financial Advisors Inc.79,624$15.56M2.0%+11.9%0.040%
7/15/2025 Financial Partners Group Inc3,364$657K0.1%+2.4%0.002%
7/15/2025 Kwmg LLC114,596$22.39M2.1%+3.0%0.057%
7/15/2025 Gunma Bank Ltd.28,000$5.47M1.8%+40.0%0.014%
7/15/2025 Bank of Stockton58,714$11.47M3.4%+2.7%0.029%
7/15/2025 GSB Wealth Management LLC13,334$2.61M0.6%+7.1%0.007%
7/14/2025 Occidental Asset Management LLC67,711$13.23M1.8%+1.0%0.034%
7/14/2025 Opal Wealth Advisors LLC5,114$999K0.3%+24.8%0.003%
7/14/2025 Golden State Equity Partners3,327$650K0.1%-2.2%0.002%
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7/14/2025 AdvisorNet Financial Inc8,314$1.63M0.1%+1.4%0.004%
7/14/2025 CRA Financial Services LLC7,126$1.39M0.2%+6.5%0.004%
7/14/2025 Acropolis Investment Management LLC52,027$10.17M0.6%-0.7%0.026%
7/14/2025 Financial Harvest LLC1,650$322K0.2%N/A0.001%
7/14/2025 Chapin Davis Inc.5,598$1.09M0.3%-0.9%0.003%
7/14/2025 GAMMA Investing LLC1,772$346K0.0%-29.3%0.001%
7/14/2025 Proathlete Wealth Management LLC216$42K0.0%N/A0.000%
7/14/2025 Iams Wealth Management LLC5,990$1.17M0.5%-37.9%0.003%
7/14/2025 U.S. Capital Wealth Advisors LLC7,232$1.41M0.0%+23.0%0.004%
7/14/2025 Farmers & Merchants Investments Inc.7,725$1.51M0.0%-3.9%0.004%
(Data available from 1/1/2016 forward)

IVE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVE shares?

During the previous two years, 1,628 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.55B), JPMorgan Chase & Co. ($3.39B), Morgan Stanley ($1.73B), Bank of America Corp DE ($1.56B), Wells Fargo & Company MN ($1.24B), LPL Financial LLC ($775.11M), and UBS Group AG ($618.77M).Learn more on iShares S&P 500 Value ETF's institutional investors.

Which institutional investors have been buying iShares S&P 500 Value ETF's stock?

Of the 1,371 institutional investors that purchased iShares S&P 500 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($6.62M), International Assets Investment Management LLC ($2.44M), JPMorgan Chase & Co. ($1.78M), Cetera Investment Advisers ($1.77M), Envestnet Portfolio Solutions Inc. ($1.64M), Raymond James Financial Inc. ($1.63M), and Park Avenue Securities LLC ($1.62M).

How much institutional buying is happening at iShares S&P 500 Value ETF?

Institutional investors have bought a total of 32,295,613 shares in the last 24 months. This purchase volume represents approximately $6.16B in transactions.

Which of iShares S&P 500 Value ETF's major shareholders have been selling company stock?

Of the 731 institutional investors that sold iShares S&P 500 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sierra Capital LLC ($4.16M), International Assets Investment Management LLC ($1.33M), US Bancorp DE ($851.82K), JPMorgan Chase & Co. ($804.31K), Wells Fargo & Company MN ($462.23K), USA Financial Formulas ($404.25K), and Liberty Wealth Management LLC ($354.29K).

How much institutional selling is happening at iShares S&P 500 Value ETF?

Institutional investors have sold a total of 15,070,534 shares in the last 24 months. This volume of shares sold represents approximately $2.85B in transactions.


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This page (NYSEARCA:IVE) was last updated on 7/18/2025 by MarketBeat.com Staff
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