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

iShares S&P 500 Value ETF logo
$185.83 +1.89 (+1.03%)
Closing price 05/2/2025 04:10 PM Eastern
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$184.78 -1.06 (-0.57%)
As of 05/2/2025 07:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1012
Total
Institutional Inflows
(last 12 months)
$6.05B
Number of
Institutional Sellers
(last 12 months)
688
Total
Institutional Outflows
(last 12 months)
$2.67B
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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
5/2/2025 Patton Albertson Miller Group LLC6,061$1.16M0.2%-2.1%0.003%
5/2/2025 Acas LLC21,964$4.04M3.1%-4.5%0.011%
5/2/2025 Forum Financial Management LP8,212$1.57M0.0%-3.3%0.004%
5/2/2025 Bailard Inc.10,434$1.99M0.1%-4.5%0.005%
5/2/2025 Graypoint LLC96,604$18.41M1.1%-1.6%0.049%
5/2/2025 Ascent Wealth Partners LLC20,652$3.94M0.5%+5.2%0.011%
5/2/2025 Verdence Capital Advisors LLC1,081$206K0.0%N/A0.001%
5/2/2025 Mayflower Financial Advisors LLC38,430$7.32M1.1%+26.7%0.020%
5/2/2025 Theory Financial LLC16,385$3.12M1.3%+45.5%0.008%
5/2/2025 Wealthgarden F.S. LLC2,760$526K0.5%+25.5%0.001%
5/2/2025 Shared Vision Wealth Group LLC21,953$4.18M2.3%+32.5%0.011%
5/2/2025 LMG Wealth Partners LLC44,594$8.50M1.9%-1.7%0.023%
5/2/2025 Postrock Partners LLC2,765$527K0.3%+27.7%0.001%
5/2/2025 Mechanics Financial Corp1,012$193K0.1%+15.7%0.001%
5/2/2025 Welch & Forbes LLC2,600$496K0.0%-11.5%0.001%
5/2/2025 Pettinga Financial Advisors LLC99,644$18.99M4.5%+29.3%0.051%
5/2/2025 Cullen Frost Bankers Inc.91,730$17.48M0.2%-1.5%0.047%
5/2/2025 Guardian Wealth Advisors LLC31,951$6.09M3.9%-24.8%0.016%
5/2/2025 Private Wealth Management Group LLC6,839$1.30M0.5%-5.5%0.003%
5/2/2025 Capital A Wealth Management LLC3,820$728K0.8%-51.4%0.002%
5/2/2025 Bryn Mawr Capital Management LLC10,947$2.09M0.1%-11.2%0.006%
5/2/2025 Larson Financial Group LLC2,116$403K0.0%-9.1%0.001%
5/2/2025 Sage Mountain Advisors LLC2,722$519K0.0%-8.8%0.001%
5/2/2025 PAX Financial Group LLC67,267$12.82M2.3%+47.9%0.034%
5/2/2025 Whittier Trust Co. of Nevada Inc.7,745$1.48M0.0%+100.0%0.004%
5/2/2025 Whittier Trust Co.10,307$1.96M0.0%-2.1%0.005%
5/2/2025 Droms Strauss Advisors Inc. MO ADV127,571$24.31M8.3%+2.3%0.065%
5/2/2025 Leo Wealth LLC3,724$710K0.1%-83.3%0.002%
5/2/2025 Dakota Wealth Management2,304$439K0.0%+3.4%0.001%
5/2/2025 Apollon Financial LLC1,302$248K0.1%N/A0.001%
5/2/2025 Trail Ridge Investment Advisors LLC15,286$2.91M1.5%-25.2%0.008%
5/2/2025 Apollon Wealth Management LLC58,106$11.07M0.2%+76.7%0.030%
5/2/2025 Arcadia Investment Advisors LLC23,048$4.39M2.5%-2.2%0.012%
5/2/2025 Sigma Planning Corp116,249$22.16M0.7%+7.5%0.059%
5/2/2025 Catalyst Financial Partners LLC3,988$760K0.1%-10.7%0.002%
5/2/2025 Evergreen Private Wealth LLC3,031$578K0.3%-3.3%0.002%
5/1/2025 Florida Financial Advisors LLC4,786$912K0.4%+46.2%0.002%
5/1/2025 Key Financial Inc3,233$616K0.1%+4.2%0.002%
5/1/2025 Asset Dedication LLC5,282$1.01M0.1%+2.5%0.003%
5/1/2025 Cahaba Wealth Management Inc.7,368$1.40M0.1%-2.3%0.004%
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5/1/2025 ADG Wealth Management Group LLC51,602$9.83M9.5%+0.5%0.026%
5/1/2025 CWM LLC1,806,062$344.20M1.4%+24.6%0.920%
5/1/2025 Stephens Inc. AR9,820$1.87M0.0%+1.1%0.005%
5/1/2025 Schechter Investment Advisors LLC17,081$3.26M0.3%+1.8%0.009%
5/1/2025 Prism Advisors Inc.1,420$271K0.1%-98.4%0.001%
5/1/2025 Realta Investment Advisors1,380$263K0.1%+4.4%0.001%
5/1/2025 Acorn Wealth Advisors LLC1,133$216K0.1%-10.9%0.001%
5/1/2025 Ballentine Partners LLC7,875$1.50M0.0%-6.1%0.004%
5/1/2025 Quest 10 Wealth Builders Inc.387$74K0.1%+75.9%0.000%
5/1/2025 Lane & Associates LLC13,913$2.65M1.4%-1.4%0.007%
5/1/2025 Fulcrum Equity Management2,813$536K0.6%+39.3%0.001%
5/1/2025 Fifth Third Securities Inc.50,998$9.72M0.8%+21.1%0.026%
5/1/2025 Gateway Wealth Partners LLC16,629$3.17M0.7%+48.8%0.008%
5/1/2025 SteelPeak Wealth LLC122,752$23.39M1.0%+53.8%0.063%
5/1/2025 Rik Saylor Financial Inc.22,425$4.27M3.8%+0.4%0.011%
5/1/2025 Fonville Wealth Management LLC7,336$1.34M0.4%-5.8%0.004%
5/1/2025 Country Club Bank5,723$1.08M0.1%+1.1%0.003%
4/30/2025 Processus Wealth & Capital Management LLC4,480$854K0.7%+8.1%0.002%
4/30/2025 Sharkey Howes & Javer124,077$23.65M3.4%+61.7%0.063%
4/30/2025 Cerity Partners LLC80,578$15.36M0.0%+4.1%0.041%
4/30/2025 Phillips Financial Management LLC183,276$34.93M2.7%-5.2%0.093%
4/30/2025 Financial Synergies Wealth Advisors Inc.30,793$5.87M0.7%+7.3%0.016%
4/30/2025 Peoples Bank OH23,184$4.42M2.9%-14.3%0.012%
4/30/2025 Telos Capital Management Inc.16,987$3.24M0.4%+5.9%0.009%
4/30/2025 Allworth Financial LP100,756$18.35M0.1%-4.8%0.051%
4/30/2025 Rogco LP18,926$3.61M1.4%+1.2%0.010%
4/30/2025 True Vision MN LLC32,516$6.20M3.7%+60.1%0.017%
4/30/2025 Ascent Capital Management LLC10,865$2.07M2.1%+68.2%0.006%
4/30/2025 Quotient Wealth Partners LLC23,003$4.38M0.1%-0.6%0.012%
4/30/2025 Bridges Investment Management Inc.16,548$3.15M0.0%-1.7%0.008%
4/30/2025 Topsail Wealth Management LLC604$115K0.0%N/A0.000%
4/30/2025 Moloney Securities Asset Management LLC2,967$565K0.1%-91.4%0.002%
4/30/2025 Wealth Advisory Solutions LLC20,350$3.88M1.0%+1.2%0.010%
4/30/2025 Axxcess Wealth Management LLC2,861$545K0.0%-80.0%0.001%
4/30/2025 Rehmann Capital Advisory Group634,066$120.84M7.6%+12.7%0.323%
4/30/2025 Cornerstone Planning Group LLC484$87K0.0%+222.7%0.000%
4/30/2025 Principal Securities Inc.143,556$27.40M0.6%+0.1%0.073%
4/30/2025 Greenleaf Trust157,037$29.93M0.3%+2.8%0.080%
4/30/2025 Optimum Investment Advisors538$103K0.0%+19.6%0.000%
4/30/2025 Trek Financial LLC69,986$13.34M1.0%+90.7%0.036%
4/30/2025 OMNI 360 Wealth Inc.5,017$956K0.6%+20.7%0.003%
4/30/2025 SilverOak Wealth Management LLC97,730$18.63M4.0%+3.2%0.050%
4/30/2025 LTG Capital LLC7,041$1.34M1.2%-1.2%0.004%
4/30/2025 M&T Bank Corp930,804$177.39M0.6%-2.8%0.474%
4/30/2025 Stratos Wealth Partners LTD.134,214$25.58M0.4%+5.0%0.068%
4/30/2025 Stratos Wealth Advisors LLC18,647$3.55M0.2%-50.5%0.009%
4/30/2025 Stratos Investment Management LLC1,424$271K0.0%+5.6%0.001%
4/30/2025 May Hill Capital LLC7,935$1.51M0.6%+234.1%0.004%
4/30/2025 Sigma Investment Counselors Inc.12,436$2.37M0.1%-0.5%0.006%
4/30/2025 Investment Partners LTD.23,671$4.51M1.9%-0.9%0.012%
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4/30/2025 Brown Advisory Inc.29,315$5.59M0.0%-2.5%0.015%
4/30/2025 Highview Capital Management LLC DE 1,249$238K0.1%N/A0.001%
4/30/2025 Horst & Graben Wealth Management LLC94,576$18.02M3.2%+33.9%0.048%
4/30/2025 Beverly Hills Private Wealth LLC1,520$290K0.1%+25.7%0.001%
4/30/2025 Abound Financial LLC202$38K0.0%N/A0.000%
4/30/2025 Interchange Capital Partners LLC10,994$2.10M0.6%+44.0%0.006%
4/30/2025 Gilliland Jeter Wealth Management LLC2,184$416K0.1%+40.4%0.001%
4/30/2025 Washington Trust Bank2,107$402K0.0%-2.9%0.001%
4/30/2025 Fullcircle Wealth LLC11,189$2.04M0.8%+28.1%0.006%
4/29/2025 Fairway Wealth LLC1,418$270K0.1%-11.4%0.001%
(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, 1,594 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. ($3.22B), Morgan Stanley ($1.73B), Bank of America Corp DE ($1.56B), Wells Fargo & Company MN ($1.24B), Graham Capital Wealth Management LLC ($1.09B), and LPL Financial LLC ($775.11M).Learn more on IVE's institutional investors.

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

Of the 1,332 institutional investors that purchased iShares S&P 500 Value ETF 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), Envestnet Portfolio Solutions Inc. ($1.64M), Raymond James Financial Inc. ($1.63M), The Manufacturers Life Insurance Company ($1.48M), Cetera Investment Advisers ($1.44M), and Park Avenue Securities LLC ($1.42M).

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

Institutional investors have bought a total of 52,250,548 shares in the last 24 months. This purchase volume represents approximately $9.49B in transactions.

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

Of the 960 institutional investors that sold iShares S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($5.45M), Sierra Capital LLC ($4.16M), International Assets Investment Management LLC ($1.33M), US Bancorp DE ($880.07K), Envestnet Asset Management Inc. ($801.41K), Wells Fargo & Company MN ($462.23K), and USA Financial Formulas ($404.25K).

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

Institutional investors have sold a total of 26,529,875 shares in the last 24 months. This volume of shares sold represents approximately $4.63B in transactions.


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This page (NYSEARCA:IVE) was last updated on 5/4/2025 by MarketBeat.com Staff
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