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

iShares S&P 500 Value ETF logo
$223.80 +1.72 (+0.77%)
As of 04:10 PM Eastern
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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)
1157
Total
Institutional Inflows
(last 12 months)
$7.57B
Number of
Institutional Sellers
(last 12 months)
772
Total
Institutional Outflows
(last 12 months)
$3.33B
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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
5/5/2026Bank of New York Mellon Corp1,138,151$240.32M0.0%-3.4%0.515%
5/5/2026Seros Financial LLC1,663$351K0.2%-51.8%0.001%
5/5/2026Theory Financial LLC25,705$5.43M1.9%-5.8%0.012%
5/5/2026Geneos Wealth Management Inc.43,974$9.29M0.2%-0.3%0.020%
5/5/2026Ethos Financial Group LLC1,378$286K0.0%N/A0.001%
5/5/2026Signet Financial Management LLC1,260$266K0.0%N/A0.001%
5/5/2026SouthState Bank Corp4,374$924K0.0%+2.8%0.002%
5/5/2026Sanctuary Advisors LLC902,104$190.48M1.0%-6.6%0.409%
5/5/2026 Sigma Planning Corp107,919$22.79M0.6%+1.8%0.049%
5/5/2026 Camden National Bank3,467$732K0.1%-2.8%0.002%
5/5/2026 Mosaic Advisors LLC2,844$627K0.8%N/A0.001%
5/5/2026 1ST Source Bank3,353$708K0.0%+18.3%0.002%
5/5/2026 Wealthgarden F.S. LLC5,988$1.26M0.9%+0.9%0.003%
5/5/2026 Nwam LLC13,916$2.94M0.2%+2.6%0.006%
5/5/2026 Broadview Financial Management LLC51,963$10.97M7.5%+0.1%0.024%
5/5/2026 Avantax Planning Partners Inc.8,452$1.79M0.0%+7.4%0.004%
5/4/2026 Milestones Private Investment Advisors LLC3,875$818K0.7%-3.0%0.002%
5/4/2026 Calamos Wealth Management LLC596,353$125.92M4.3%+1.9%0.270%
5/4/2026 Calamos Advisors LLC619,118$130.73M0.5%+2,585.9%0.280%
5/4/2026 Retirement Planning Group LLC2,337$493K0.0%+122.8%0.001%
5/4/2026 Lutz Financial Services LLC105,481$22.27M1.5%-1.4%0.048%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,371$923K0.0%+10.4%0.002%
5/4/2026 Bryn Mawr Trust Advisors LLC11,397$2.41M0.1%-0.6%0.005%
5/4/2026 Bleakley Financial Group LLC12,455$2.63M0.0%+8.0%0.006%
5/4/2026 Northland Securities Inc.7,524$1.59M1.5%+13.1%0.003%
5/4/2026 Principal Financial Group Inc.16,251$3.43M0.0%-25.4%0.007%
5/4/2026 Chicago Partners Investment Group LLC19,252$4.24M0.1%-11.9%0.009%
5/4/2026 Team Financial Group LLC966$204K0.1%+10.8%0.000%
5/4/2026 Vantage Point Financial LLC13,810$2.92M1.0%-17.5%0.006%
5/4/2026 Uptick Partners LLC12,126$2.56M0.5%+13.4%0.005%
5/4/2026 Lifeworks Advisors LLC5,798$1.22M0.2%-7.5%0.003%
5/4/2026 Procyon Advisors LLC8,856$1.87M0.0%+1.4%0.004%
5/2/2026 Global Assets Advisory LLC363$77K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC9,297$1.97M0.0%-2.6%0.004%
5/2/2026 Trifecta Capital Advisors LLC874$185K0.0%+9,611.1%0.000%
5/2/2026 Associated Banc Corp69,159$14.60M0.4%+2.9%0.031%
5/2/2026 Diversify Wealth Management LLC99,596$22.00M0.4%+29.8%0.045%
5/2/2026 Valmark Advisers Inc.283,312$59.82M0.7%-0.8%0.128%
5/2/2026 Carnegie Investment Counsel2,026$428K0.0%-8.0%0.001%
5/1/2026 180 Wealth Advisors LLC1,611$340K0.0%+32.6%0.001%
5/1/2026 Seneca House Advisors15,183$3.21M1.3%-0.6%0.007%
5/1/2026 Capital Squared Financial LLC3,188$673K0.5%+9.3%0.001%
5/1/2026 Citizens Financial Group Inc. RI69,142$14.60M0.2%+19.4%0.031%
5/1/2026 Midwest Trust Co15,901$3.36M0.0%+0.5%0.007%
5/1/2026 Fifth Third Bancorp557,426$117.70M0.2%+132.9%0.252%
5/1/2026 Sovran Advisors LLC94,104$21.05M1.6%+0.5%0.043%
5/1/2026 American Trust3,511$741K0.1%+3.8%0.002%
5/1/2026 Droms Strauss Advisors Inc. MO ADV129,776$27.40M7.2%-0.5%0.059%
5/1/2026 WealthShield Partners LLC80,286$16.95M1.9%-6.1%0.036%
5/1/2026 TSA Wealth Managment LLC57,163$12.07M3.9%-9.3%0.026%
5/1/2026 Simplicity Wealth LLC40,117$8.47M0.5%+1.7%0.018%
5/1/2026 Conning Inc.5,390$1.14M0.0%-13.4%0.002%
5/1/2026 Sequoia Financial Advisors LLC24,575$5.19M0.0%-8.3%0.011%
4/30/2026 Hsbc Holdings PLC2,000$422K0.0%-49.4%0.001%
4/30/2026 Elevated Capital Advisors LLC2,534$535K0.1%-3.5%0.001%
4/30/2026 Sonata Capital Group Inc.11,637$2.46M0.9%+21.9%0.005%
4/30/2026 Yukon Wealth Management Inc.11,187$2.36M1.4%+4.8%0.005%
4/30/2026 Beacon Financial Group5,235$1.11M0.1%-5.6%0.002%
4/30/2026 Kestra Advisory Services LLC386,520$81.61M0.3%+10.2%0.175%
4/30/2026 Your Advocates Ltd. LLP687$145K0.0%N/A0.000%
4/30/2026 Personal CFO Solutions LLC5,796$1.22M0.2%N/A0.003%
4/30/2026 CFS Investment Advisory Services LLC34,708$7.67M0.5%-16.0%0.016%
4/30/2026 W Advisors LLC29,307$6.19M3.2%-3.8%0.013%
4/30/2026 Cahaba Wealth Management Inc.6,667$1.41M0.1%-7.1%0.003%
4/30/2026 First Interstate Bank1,369$289K0.0%N/A0.001%
4/30/2026 Efficient Advisors LLC25,815$5.45M0.4%-3.1%0.012%
4/30/2026 Quantum Portfolio Management LLC3,626$766K0.0%+2.5%0.002%
4/29/2026 Rockwood Wealth Management LLC1,785$377K0.0%+2.7%0.001%
4/29/2026 Financial Life Advisors166,962$35.25M11.0%+0.5%0.076%
4/29/2026 Richmond Investment Services LLC9,090$1.92M0.3%+5.1%0.004%
4/29/2026 SilverOak Wealth Management LLC99,931$21.10M3.3%+0.2%0.045%
4/29/2026 American Wealth Advisors LLC56,953$12.03M12.5%+1.5%0.026%
4/29/2026 Renasant Bank4,134$873K0.6%-51.6%0.002%
4/29/2026 KERR FINANCIAL PLANNING Corp2,508$552K0.7%-4.5%0.001%
4/29/2026 WealthPLAN Partners LLC19,585$4.14M0.8%-11.9%0.009%
4/29/2026 Bank of Stockton50,741$10.71M3.3%-7.1%0.023%
4/29/2026 Horst & Graben Wealth Management LLC155,140$34.14M4.8%+3.4%0.070%
4/29/2026 Evergreen Private Wealth LLC3,224$681K0.3%+1.8%0.001%
4/29/2026 Sather Financial Group Inc1,268$268K0.0%-4.8%0.001%
4/29/2026 Integrated Advisors Network LLC40,873$8.63M0.5%+63.6%0.019%
4/29/2026 Interactive Financial Advisors Inc.1,357$287K0.2%-5.2%0.001%
4/29/2026 Kiley Juergens Wealth Management LLC4,252$898K0.2%N/A0.002%
4/29/2026 Dumont & Blake Investment Advisors LLC10,107$2.13M0.5%-4.4%0.005%
4/29/2026 Canvas Wealth Advisors LLC1,340$283K0.0%+10.3%0.001%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co950$201K0.1%N/A0.000%
4/28/2026 PUREfi Wealth LLC3,043$643K0.4%-14.3%0.001%
4/28/2026 Nvest Financial LLC52,394$11.06M4.1%+4.5%0.024%
4/28/2026 Kathmere Capital Management LLC2,111$446K0.0%N/A0.001%
4/28/2026 FLP Wealth Management LLC3,608$762K1.3%+18.2%0.002%
4/28/2026 Whittier Trust Co.10,096$2.15M0.0%-0.9%0.005%
4/28/2026 Bogart Wealth LLC873$184K0.0%+85.7%0.000%
4/28/2026 Indiana Trust & Investment Management Co191$40K0.0%+107.6%0.000%
4/28/2026 Ascentis Independent Advisors7,350$1.55M0.1%+111.4%0.003%
4/28/2026 LVZ Inc.572,662$120.92M13.8%-3.3%0.259%
4/28/2026 B.O.S.S. Retirement Advisors LLC35,716$7.54M2.3%-1.4%0.016%
4/28/2026 Berger Financial Group Inc1,170$247K0.0%-22.1%0.001%
4/28/2026 Raleigh Capital Management Inc.11,342$2.40M0.8%-9.5%0.005%
4/28/2026 GM Advisory Group LLC2,128$449K0.0%-32.5%0.001%
4/28/2026 NBT Bank N A NY3,720$785K0.1%-3.7%0.002%
4/28/2026 Forte Asset Management LLC28,545$6.03M2.6%-1.8%0.013%


IVE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVE shares?

During the previous two years, 1,776 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.57B), JPMorgan Chase & Co. ($3.98B), Morgan Stanley ($3.24B), Bank of America Corp DE ($1.73B), Wells Fargo & Company MN ($1.33B), LPL Financial LLC ($775.11M), and UBS Group AG ($749.64M).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 1,547 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. ($9.60M), JPMorgan Chase & Co. ($2.76M), Cetera Investment Advisers ($2.54M), Envestnet Portfolio Solutions Inc. ($2.26M), Raymond James Financial Inc. ($1.88M), Park Avenue Securities LLC ($1.59M), and International Assets Investment Management LLC ($1.33M).

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

Institutional investors have bought a total of 36,952,265 shares in the last 24 months. This purchase volume represents approximately $7.57B in transactions.

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

Of the 771 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 ($5.44M), Laurel Wealth Advisors LLC ($1.21M), M&T Bank Corp ($950.39K), Kovitz Investment Group Partners LLC ($714.59K), Miracle Mile Advisors LLC ($414.71K), Goldman Sachs Group Inc. ($411.09K), and Modern Wealth Management LLC ($333.69K).

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

Institutional investors have sold a total of 16,588,793 shares in the last 24 months. This volume of shares sold represents approximately $3.33B in transactions.


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This page (NYSEARCA:IVE) was last updated on 5/5/2026 by MarketBeat.com Staff.
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