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

iShares S&P 500 Value ETF logo
$206.84 -1.63 (-0.78%)
As of 03:26 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)
1108
Total
Institutional Inflows
(last 12 months)
$7.01B
Number of
Institutional Sellers
(last 12 months)
761
Total
Institutional Outflows
(last 12 months)
$3.46B
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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
10/9/2025U.S. Capital Wealth Advisors LLC5,434$1.12M0.0%-24.9%0.003%
10/9/2025Bay Harbor Wealth Management LLC58,190$12.02M3.2%+3.4%0.029%
10/9/2025Dynamic Advisor Solutions LLC3,076$635K0.0%-2.9%0.002%
10/9/2025Prosperity Planning Inc.55,293$11.42M3.1%-5.6%0.027%
10/9/2025Peterson Wealth Advisors LLC1,961$408K0.1%-7.0%0.001%
10/8/2025Patriot Financial Group Insurance Agency LLC14,807$3.06M0.4%-86.8%0.007%
10/8/2025Hilltop National Bank6,438$1.33M0.3%-2.7%0.003%
10/8/2025YHB Investment Advisors Inc.35,584$7.35M0.5%+0.4%0.018%
10/8/2025Fiduciary Alliance LLC5,949$1.23M0.1%-6.6%0.003%
10/8/2025Firethorn Wealth Partners LLC29,471$6.09M2.4%+8.5%0.015%
10/8/2025Retirement Wealth Solutions LLC18,698$3.86M2.5%+17.9%0.009%
10/8/2025Kwmg LLC117,117$24.19M2.1%+2.2%0.058%
10/8/2025Wedmont Private Capital5,517$1.15M0.0%-24.2%0.003%
10/8/2025Towerpoint Wealth LLC5,364$1.11M0.5%-3.7%0.003%
10/8/2025McNaughton Wealth Management LLC61,616$12.72M5.4%+0.8%0.030%
10/8/2025Sendero Wealth Management LLC6,036$1.25M0.1%-3.8%0.003%
10/8/2025Veracity Capital LLC3,801$785K0.3%-4.8%0.002%
10/8/2025Beacon Financial Group5,013$1.04M0.1%+2.5%0.002%
10/7/2025 Montecito Bank & Trust5,948$1.23M0.2%N/A0.003%
10/7/2025 Heritage Family Offices LLP1,595$329K0.2%+8.5%0.001%
10/7/2025 Lbmc Investment Advisors LLC44,269$9.14M0.6%-0.3%0.022%
10/7/2025 Acropolis Investment Management LLC52,819$10.32M0.5%+1.5%0.026%
10/7/2025 Lynch & Associates IN3,054$631K0.1%-8.6%0.002%
10/7/2025 ST Germain D J Co. Inc.1,858$384K0.0%+227.1%0.001%
10/7/2025 Infinity Wealth Counsel LLC8,149$1.68M1.6%-3.0%0.004%
10/7/2025 Graves Light Lenhart Wealth Inc.13,019$2.69M0.3%+8.1%0.006%
10/7/2025 Thrive Wealth Management LLC1,549$320K0.0%+11.6%0.001%
10/7/2025 Team Financial Group LLC730$151K0.1%+9.9%0.000%
10/6/2025 Clarus Wealth Advisors24,500$5.09M2.3%+3.4%0.012%
10/6/2025 Venture Visionary Partners LLC6,029$1.25M0.0%-1.3%0.003%
10/3/2025 HCR Wealth Advisors2,144$444K0.0%-6.0%0.001%
10/3/2025 Summit Financial Wealth Advisors LLC1,641$340K0.1%+6.5%0.001%
10/3/2025 St. Clair Advisors LLC15,669$3.24M0.9%-8.3%0.008%
10/3/2025 West Oak Capital LLC4,686$968K0.4%-12.1%0.002%
10/3/2025 Dentgroup LLC7,970$1.65M1.1%-1.6%0.004%
10/2/2025 First Hawaiian Bank115,570$23.87M3.1%-4.4%0.058%
9/29/2025 Summit Financial Wealth Advisors LLC1,541$301K0.1%-91.0%0.001%
9/26/2025Corient Private Wealth LLC55,340$10.75M0.0%-74.8%0.028%
9/22/2025Caldwell Trust Co628$123K0.0%N/A0.000%
9/19/2025Watts Gwilliam & Co. LLC108,479$22.15M3.8%+6.1%0.054%
9/12/2025Valeo Financial Advisors LLC17,734$3.47M0.1%+2.7%0.009%
9/11/2025Milestones Private Investment Advisors LLC3,995$781K0.6%N/A0.002%
9/9/2025NWF Advisory Services Inc.1,629$318K0.0%N/A0.001%
9/4/2025Reynders McVeigh Capital Management LLC2,233$436K0.0%-2.2%0.001%
9/4/2025Osaic Holdings Inc.663,926$129.84M0.2%+21.6%0.331%
9/3/2025American Trust4,126$806K0.1%N/A0.002%
8/29/2025Evolution Wealth Management Inc.1,344$263K0.3%N/A0.001%
8/29/2025Centaurus Financial Inc.14,799$2.89M0.2%+6.0%0.007%
8/27/2025Barnes Wealth Management Group Inc21,657$4.23M2.5%+7.7%0.011%
8/27/2025Orion Porfolio Solutions LLC133,806$26.15M0.2%+24.1%0.067%
8/26/2025Thrivent Financial for Lutherans111,520$21.79M0.0%-50.8%0.056%
8/25/2025Fulcrum Equity Management2,955$577K0.6%+5.0%0.001%
8/22/2025TT Capital Management LLC1,155$220K0.1%N/A0.001%
8/20/2025Forefront Wealth Partners LLC11,598$2.23M1.5%+37.8%0.006%
8/19/2025B. Riley Wealth Advisors Inc.27,679$5.41M0.3%N/A0.014%
8/19/2025Cape Investment Advisory Inc.2,233$436K0.2%+21.8%0.001%
8/19/2025Advisory Services Network LLC77,037$15.18M0.2%+17.5%0.038%
8/19/2025Cim LLC1,237$242K0.0%-55.4%0.001%
8/19/2025Hohimer Wealth Management LLC7,102$1.39M0.2%+21.0%0.004%
8/18/2025Tactive Advisors LLC5,592$1.09M0.4%N/A0.003%
8/18/2025N.E.W. Advisory Services LLC4,438$867K0.1%-2.2%0.002%
8/18/2025Geneos Wealth Management Inc.43,446$8.49M0.2%+2.1%0.022%
8/18/2025Kestra Investment Management LLC228,501$44.65M1.3%+200.9%0.114%
8/18/2025Front Row Advisors LLC560$109K0.0%N/A0.000%
8/15/2025High Falls Advisors Inc112,996$22.08M4.9%+7.8%0.056%
8/15/2025First Heartland Consultants Inc.27,214$5.32M0.5%-11.8%0.014%
8/15/2025Blue Edge Capital LLC66,099$12.92M1.9%+0.3%0.033%
8/15/2025Semmax Financial Advisors Inc.5,383$1.07M0.3%+10.1%0.003%
8/15/2025Corient Private Wealth LLC55,339$10.75M0.0%-74.8%0.028%
8/15/2025Equitable Holdings Inc.254,330$49.70M0.4%+6.7%0.127%
8/15/2025Florida Financial Advisors LLC4,875$953K0.3%+1.9%0.002%
8/15/2025Captrust Financial Advisors135,640$26.51M0.1%+2.2%0.068%
8/15/2025United Services Automobile Association133$26K0.0%N/A0.000%
8/15/2025Vident Advisory LLC1,934$378K0.0%-22.8%0.001%
8/15/2025Talisman Wealth Advisors LLC2,224$435K0.4%+27.0%0.001%
8/15/2025Smartleaf Asset Management LLC10,315$2.01M0.2%+127.0%0.005%
8/15/2025Snowden Capital Advisors LLC54,164$10.59M0.3%+12.8%0.027%
8/15/2025Redwood Investment Management LLC13,010$2.54M0.3%+61.2%0.006%
8/15/2025Oxford Financial Group LTD. LLC17,519$3.42M0.2%+0.6%0.009%
8/15/2025Orion Porfolio Solutions LLC26,999$5.28M0.0%-75.0%0.013%
8/15/2025MML Investors Services LLC1,396,052$272.82M0.8%+19.9%0.695%
8/15/2025Modern Wealth Management LLC220,477$43.09M1.1%+721.5%0.110%
8/15/2025IHT Wealth Management LLC16,405$3.21M0.1%-6.9%0.008%
8/15/2025Great Valley Advisor Group Inc.41,606$8.13M0.2%-5.2%0.021%
8/15/2025Gallagher Fiduciary Advisors LLC4,768$932K0.0%+21.4%0.002%
8/15/2025EP Wealth Advisors LLC373,966$73.08M0.5%+795.8%0.186%
8/15/2025Curi Capital LLC7,042$1.38M0.0%N/A0.004%
8/15/2025Benjamin Edwards Inc.1,202$235K0.0%+12.8%0.001%
8/15/2025BNP Paribas Financial Markets85,872$16.78M0.0%-35.4%0.043%
8/15/2025Bank of America Corp DE8,324,917$1.63B0.1%-3.0%4.147%
8/15/2025Acas LLC21,554$4.36M3.0%-1.9%0.011%
8/15/2025AQR Capital Management LLC27,894$5.45M0.0%-26.4%0.014%
8/15/2025Ameriprise Financial Inc.3,031,014$591.82M0.1%+19.0%1.510%
8/14/2025Vista Capital Partners Inc.1,047$205K0.0%N/A0.001%
8/14/2025Florida Financial Advisors LLC4,992$976K0.7%+4.3%0.002%
8/14/2025Ausdal Financial Partners Inc.54,195$10.59M0.7%-12.7%0.027%
8/14/2025Financial Advisors Network Inc.49,770$9.73M1.5%-0.4%0.025%
8/14/2025Raymond James Financial Inc.1,647,217$321.90M0.1%+3.0%0.821%
8/14/2025Darwin Wealth Management LLC524$103K0.0%N/A0.000%
8/14/2025Betterment LLC388,831$75.99M0.2%-3.3%0.194%
(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, 1,634 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 1,386 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 36,463,672 shares in the last 24 months. This purchase volume represents approximately $7.01B in transactions.

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

Of the 759 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 Corient Private Wealth LLC ($385.76K).

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

Institutional investors have sold a total of 17,840,743 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.


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This page (NYSEARCA:IVE) was last updated on 10/9/2025 by MarketBeat.com Staff
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