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

iShares S&P 500 Value ETF logo
$202.69 -1.21 (-0.59%)
Closing price 09/2/2025 04:10 PM Eastern
Extended Trading
$202.82 +0.13 (+0.06%)
As of 04:01 AM 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)
1108
Total
Institutional Inflows
(last 12 months)
$7.12B
Number of
Institutional Sellers
(last 12 months)
765
Total
Institutional Outflows
(last 12 months)
$3.45B
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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
8/29/2025 Evolution Wealth Management Inc.1,344$263K0.3%N/A0.001%
8/29/2025 Centaurus Financial Inc.14,799$2.89M0.2%+6.0%0.007%
8/27/2025 Barnes Wealth Management Group Inc21,657$4.23M2.5%+7.7%0.011%
8/27/2025 Orion Porfolio Solutions LLC133,806$26.15M0.2%+24.1%0.067%
8/26/2025 Thrivent Financial for Lutherans111,520$21.79M0.0%-50.8%0.056%
8/25/2025 Fulcrum Equity Management2,955$577K0.6%+5.0%0.001%
8/22/2025 TT Capital Management LLC1,155$220K0.1%N/A0.001%
8/20/2025 Forefront Wealth Partners LLC11,598$2.23M1.5%+37.8%0.006%
8/19/2025 B. Riley Wealth Advisors Inc.27,679$5.41M0.3%N/A0.014%
8/19/2025 Cape Investment Advisory Inc.2,233$436K0.2%+21.8%0.001%
8/19/2025 Advisory Services Network LLC77,037$15.18M0.2%+17.5%0.038%
8/19/2025 Cim LLC1,237$242K0.0%-55.4%0.001%
8/19/2025 Hohimer Wealth Management LLC7,102$1.39M0.2%+21.0%0.004%
8/18/2025 Tactive Advisors LLC5,592$1.09M0.4%N/A0.003%
8/18/2025 N.E.W. Advisory Services LLC4,438$867K0.1%-2.2%0.002%
8/18/2025 Geneos Wealth Management Inc.43,446$8.49M0.2%+2.1%0.022%
8/18/2025 Kestra Investment Management LLC228,501$44.65M1.3%+200.9%0.114%
8/18/2025 Front Row Advisors LLC560$109K0.0%N/A0.000%
8/15/2025 High Falls Advisors Inc112,996$22.08M4.9%+7.8%0.056%
8/15/2025 First Heartland Consultants Inc.27,214$5.32M0.5%-11.8%0.014%
8/15/2025 Blue Edge Capital LLC66,099$12.92M1.9%+0.3%0.033%
8/15/2025 Semmax Financial Advisors Inc.5,383$1.07M0.3%+10.1%0.003%
8/15/2025 Corient Private Wealth LLC55,339$10.75M0.0%-74.8%0.028%
8/15/2025 Equitable Holdings Inc.254,330$49.70M0.4%+6.7%0.127%
8/15/2025 Florida Financial Advisors LLC4,875$953K0.3%+1.9%0.002%
8/15/2025 Captrust Financial Advisors135,640$26.51M0.1%+2.2%0.068%
8/15/2025 United Services Automobile Association133$26K0.0%N/A0.000%
8/15/2025 Vident Advisory LLC1,934$378K0.0%-22.8%0.001%
8/15/2025 Talisman Wealth Advisors LLC2,224$435K0.4%+27.0%0.001%
8/15/2025 Smartleaf Asset Management LLC10,315$2.01M0.2%+127.0%0.005%
8/15/2025 Snowden Capital Advisors LLC54,164$10.59M0.3%+12.8%0.027%
8/15/2025 Redwood Investment Management LLC13,010$2.54M0.3%+61.2%0.006%
8/15/2025 Oxford Financial Group LTD. LLC17,519$3.42M0.2%+0.6%0.009%
8/15/2025 Orion Porfolio Solutions LLC26,999$5.28M0.0%-75.0%0.013%
8/15/2025 MML Investors Services LLC1,396,052$272.82M0.8%+19.9%0.695%
8/15/2025 Modern Wealth Management LLC220,477$43.09M1.1%+721.5%0.110%
8/15/2025 IHT Wealth Management LLC16,405$3.21M0.1%-6.9%0.008%
8/15/2025 Great Valley Advisor Group Inc.41,606$8.13M0.2%-5.2%0.021%
8/15/2025 Gallagher Fiduciary Advisors LLC4,768$932K0.0%+21.4%0.002%
8/15/2025 EP Wealth Advisors LLC373,966$73.08M0.5%+795.8%0.186%
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8/15/2025 Curi Capital LLC7,042$1.38M0.0%N/A0.004%
8/15/2025 Benjamin Edwards Inc.1,202$235K0.0%+12.8%0.001%
8/15/2025 BNP Paribas Financial Markets85,872$16.78M0.0%-35.4%0.043%
8/15/2025 Bank of America Corp DE8,324,917$1.63B0.1%-3.0%4.147%
8/15/2025 Acas LLC21,554$4.36M3.0%-1.9%0.011%
8/15/2025 AQR Capital Management LLC27,894$5.45M0.0%-26.4%0.014%
8/15/2025 Ameriprise Financial Inc.3,031,014$591.82M0.1%+19.0%1.510%
8/14/2025 Vista Capital Partners Inc.1,047$205K0.0%N/A0.001%
8/14/2025 Florida Financial Advisors LLC4,992$976K0.7%+4.3%0.002%
8/14/2025 Ausdal Financial Partners Inc.54,195$10.59M0.7%-12.7%0.027%
8/14/2025 Financial Advisors Network Inc.49,770$9.73M1.5%-0.4%0.025%
8/14/2025 Raymond James Financial Inc.1,647,217$321.90M0.1%+3.0%0.821%
8/14/2025 Darwin Wealth Management LLC524$103K0.0%N/A0.000%
8/14/2025 Betterment LLC388,831$75.99M0.2%-3.3%0.194%
8/14/2025 Quantinno Capital Management LP16,062$3.14M0.0%-6.7%0.008%
8/14/2025 Diversify Advisory Services LLC9,757$1.96M0.1%-20.8%0.005%
8/14/2025 Peapack Gladstone Financial Corp127,528$24.92M0.4%+10.5%0.064%
8/14/2025 HUB Investment Partners LLC3,853$753K0.0%+2.5%0.002%
8/14/2025 Ieq Capital LLC61,662$12.05M0.1%-22.3%0.031%
8/14/2025 Main Street Financial Solutions LLC3,646$713K0.1%N/A0.002%
8/14/2025 Glenview Trust co8,259$1.61M0.0%-2.0%0.004%
8/14/2025 FAS Wealth Partners Inc.42,586$8.32M0.6%-1.6%0.021%
8/14/2025 Sei Investments Co.39,746$7.77M0.0%-1.4%0.020%
8/14/2025 Potentia Wealth2,585$505K0.3%-23.6%0.001%
8/14/2025 NewEdge Advisors LLC711,333$139.01M0.7%-3.1%0.354%
8/14/2025 Integrated Investment Consultants LLC5,931$1.16M0.2%-1.3%0.003%
8/14/2025 Qube Research & Technologies Ltd3,983$778K0.0%+268.8%0.002%
8/14/2025 CoreFirst Bank & Trust404$79K0.0%N/A0.000%
8/14/2025 Sentinus LLC64,062$12.52M3.1%+26.6%0.032%
8/14/2025 Goodwin Investment Advisory1,324$259K0.3%-8.3%0.001%
8/14/2025 Gerber Kawasaki Wealth & Investment Management2,094$409K0.0%+28.2%0.001%
8/14/2025 Denver PWM LLC1,828$357K0.1%+13.6%0.001%
8/14/2025 Transce3nd LLC4,382$856K0.4%+4.3%0.002%
8/14/2025 Vertex Planning Partners LLC40,126$7.84M1.6%+4.1%0.020%
8/14/2025 Baker Avenue Asset Management LP209,974$41.03M1.2%+1.0%0.105%
8/14/2025 Cary Street Partners Financial LLC5,171$1.01M0.0%-1.0%0.003%
8/14/2025 Cerity Partners LLC100,448$19.63M0.0%+24.7%0.050%
8/13/2025 Per Stirling Capital Management LLC.107,989$21.10M2.8%-29.8%0.054%
8/13/2025 Cary Street Partners Investment Advisory LLC2,907$568K0.3%+5.3%0.001%
8/13/2025 PGIM Custom Harvest LLC13,454$2.63M0.1%-6.9%0.007%
8/13/2025 Stenger Family Office LLC27,184$5.39M1.2%N/A0.014%
8/13/2025 Idaho Trust Co7,494$1.46M0.5%+2.7%0.004%
8/13/2025 Quantum Portfolio Management LLC5,071$991K0.5%-1.4%0.003%
8/13/2025 Avestar Capital LLC26,903$5.26M0.4%-3.2%0.013%
8/13/2025 StoneX Group Inc.38,720$7.57M0.4%+3.1%0.019%
8/13/2025 Flow Traders U.S. LLC9,460$1.85M0.1%-76.7%0.005%
8/13/2025 SageView Advisory Group LLC5,720$1.14M0.0%+2.6%0.003%
8/13/2025 Cresset Asset Management LLC36,582$7.15M0.0%+0.8%0.018%
8/13/2025 Strategic Family Wealth Counselors L.L.C.4,657$910K0.3%+113.1%0.002%
8/13/2025 Saiph Capital LLC87,972$17.19M5.5%-2.6%0.044%
Buffett, Gates and Bezos Dumping Stocks (Ad)

The world's wealthiest individuals are making huge moves with their money. Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion. What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It’s something we haven’t see in America for more than a century.tc pixel

For the full story, click here.
8/13/2025 Gateway Wealth Partners LLC20,422$3.99M0.8%+22.8%0.010%
8/13/2025 Brown Advisory Inc.29,776$5.82M0.0%+1.6%0.015%
8/13/2025 Amundi44,500$8.79M0.0%+7.5%0.022%
8/13/2025 SCS Capital Management LLC33,465$6.54M0.1%-8.5%0.017%
8/13/2025 GeoWealth Management LLC10,268$2.01M0.1%+15.5%0.005%
8/13/2025 Baird Financial Group Inc.288,124$56.31M0.1%-3.5%0.144%
8/13/2025 First Trust Advisors LP26,527$5.18M0.0%+2.8%0.013%
8/13/2025 Sonoma Private Wealth LLC10,145$1.98M2.4%-2.6%0.005%
8/13/2025 Kilter Group LLC43,748$8.55M3.9%-23.6%0.022%
8/13/2025 EverSource Wealth Advisors LLC6,626$1.30M0.1%-0.9%0.003%
(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, 1,632 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.10B), JPMorgan Chase & Co. ($3.50B), Morgan Stanley ($1.73B), Bank of America Corp DE ($1.63B), 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 1,381 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. ($8.81M), International Assets Investment Management LLC ($2.44M), Cetera Investment Advisers ($1.92M), JPMorgan Chase & Co. ($1.90M), Raymond James Financial Inc. ($1.68M), Envestnet Portfolio Solutions Inc. ($1.66M), 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 37,032,737 shares in the last 24 months. This purchase volume represents approximately $7.12B in transactions.

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

Of the 765 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), International Assets Investment Management LLC ($1.33M), US Bancorp DE ($943.45K), 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 17,808,609 shares in the last 24 months. This volume of shares sold represents approximately $3.45B in transactions.


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This page (NYSEARCA:IVE) was last updated on 9/3/2025 by MarketBeat.com Staff
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