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

iShares S&P 500 Value ETF logo
$202.23 +1.83 (+0.91%)
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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)
1103
Total
Institutional Inflows
(last 12 months)
$6.90B
Number of
Institutional Sellers
(last 12 months)
764
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
8/13/2025Per Stirling Capital Management LLC.107,989$21.10M2.8%-29.8%0.054%
8/13/2025Cary Street Partners Investment Advisory LLC2,907$568K0.3%+5.3%0.001%
8/13/2025PGIM Custom Harvest LLC13,454$2.63M0.1%-6.9%0.007%
8/13/2025Stenger Family Office LLC27,184$5.39M1.2%N/A0.014%
8/13/2025Idaho Trust Co7,494$1.46M0.5%+2.7%0.004%
8/13/2025Quantum Portfolio Management LLC5,071$991K0.5%-1.4%0.003%
8/13/2025Avestar Capital LLC26,903$5.26M0.4%-3.2%0.013%
8/13/2025StoneX Group Inc.38,720$7.57M0.4%+3.1%0.019%
8/13/2025Flow Traders U.S. LLC9,460$1.85M0.1%-76.7%0.005%
8/13/2025SageView Advisory Group LLC5,720$1.14M0.0%+2.6%0.003%
8/13/2025Cresset Asset Management LLC36,582$7.15M0.0%+0.8%0.018%
8/13/2025Strategic Family Wealth Counselors L.L.C.4,657$910K0.3%+113.1%0.002%
8/13/2025Saiph Capital LLC87,972$17.19M5.5%-2.6%0.044%
8/13/2025Gateway Wealth Partners LLC20,422$3.99M0.8%+22.8%0.010%
8/13/2025Brown Advisory Inc.29,776$5.82M0.0%+1.6%0.015%
8/13/2025Amundi44,500$8.79M0.0%+7.5%0.022%
8/13/2025SCS Capital Management LLC33,465$6.54M0.1%-8.5%0.017%
8/13/2025GeoWealth Management LLC10,268$2.01M0.1%+15.5%0.005%
8/13/2025Baird Financial Group Inc.288,124$56.31M0.1%-3.5%0.144%
8/13/2025First Trust Advisors LP26,527$5.18M0.0%+2.8%0.013%
8/13/2025Sonoma Private Wealth LLC10,145$1.98M2.4%-2.6%0.005%
8/13/2025Kilter Group LLC43,748$8.55M3.9%-23.6%0.022%
8/13/2025EverSource Wealth Advisors LLC6,626$1.30M0.1%-0.9%0.003%
8/13/2025Trek Financial LLC79,226$15.48M1.0%+13.2%0.039%
8/13/2025Plan Group Financial LLC1,176$230K0.1%-4.2%0.001%
8/13/2025CW Advisors LLC6,222$1.22M0.0%+12.3%0.003%
8/13/2025JT Stratford LLC4,701$919K0.1%-3.8%0.002%
8/13/2025Elios Financial Group Inc.8,008$1.57M0.7%+27.6%0.004%
8/13/2025Twin Peaks Wealth Advisors LLC28,925$5.80M1.9%+35.0%0.014%
8/13/2025Nicolet Bankshares Inc.32,138$6.28M1.1%+0.3%0.016%
8/13/2025WCG Wealth Advisors LLC38,278$7.48M0.5%+2.8%0.019%
8/13/2025Beacon Pointe Advisors LLC85,373$16.68M0.2%+1.3%0.043%
8/13/2025M&T Bank Corp864,195$168.88M0.6%-7.2%0.430%
8/13/2025Willis Johnson & Associates Inc.39,071$7.64M0.5%+14.0%0.019%
8/13/2025Advocacy Wealth Management Services LLC345,509$67.52M4.1%+21.5%0.172%
8/13/2025Edgestream Partners L.P.1,882$368K0.0%N/A0.001%
8/13/2025Smith Moore & CO.198,115$38.72M3.3%-1.6%0.099%
8/13/2025Bare Financial Services Inc19,032$3.72M1.3%-4.8%0.009%
8/13/2025VestGen Advisors LLC85,588$16.79M0.7%+13.3%0.043%
8/13/2025Trustmark Bank Trust Department75,674$14.79M1.0%+1.6%0.038%
Trump’s national nightmare is here (Ad)

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8/13/2025Black Cypress Capital Management LLC675$132K0.1%-20.1%0.000%
8/13/2025Leslie Global Wealth LLC24,720$4.83M2.6%+102.6%0.012%
8/13/2025Lido Advisors LLC1,638,052$320.11M1.2%-2.3%0.816%
8/13/2025Wealthquest Corp1,540$301K0.0%-5.4%0.001%
8/13/2025Oxler Private Wealth LLC2,928$572K0.2%-4.4%0.001%
8/13/2025Scotia Capital Inc.11,945$2.33M0.0%-3.5%0.006%
8/13/2025Level Four Advisory Services LLC29,744$5.81M0.2%+4.0%0.015%
8/13/2025Northwestern Mutual Wealth Management Co.268,949$52.56M0.0%-0.9%0.134%
8/13/2025Johnson Financial Group Inc.1,528$299K0.0%-5.2%0.001%
8/13/2025Elevation Point Wealth Partners LLC24,674$4.82M0.4%+16.8%0.012%
8/13/2025Hobbs Wealth Management LLC34,960$6.83M6.5%+16.5%0.017%
8/13/2025Choreo LLC104,676$20.46M0.3%+1.1%0.052%
8/13/2025Russell Investments Group Ltd.2,131$416K0.0%+28.8%0.001%
8/13/2025Maia Wealth LLC38,447$7.51M1.4%+6.2%0.019%
8/12/2025 Boston Partners1,580$309K0.0%N/A0.001%
8/12/2025 Richmond Investment Services LLC5,595$1.09M0.2%N/A0.003%
8/12/2025 J.W. Cole Advisors Inc.72,340$14.14M0.3%+11.8%0.036%
8/12/2025 Associated Banc Corp71,122$13.90M0.4%+10.0%0.035%
8/12/2025 Financial Advocates Investment Management59,354$11.60M0.9%-1.5%0.030%
8/12/2025 Laurel Wealth Advisors LLC1,215,465$237.53M0.2%+19,441.2%0.605%
8/12/2025 RiverFront Investment Group LLC1,561$305K0.0%+12.5%0.001%
8/12/2025 Edmond DE Rothschild Holding S.A.35,431$6.92M0.1%-20.5%0.018%
8/12/2025 One Charles Private Wealth Services LLC1,423$278K0.1%-37.5%0.001%
8/12/2025 Steward Partners Investment Advisory LLC95,300$18.62M0.1%+38.3%0.047%
8/12/2025 South Plains Financial Inc.7,016$1.37M1.0%+17.7%0.003%
8/12/2025 Quadcap Wealth Management LLC3,974$777K0.1%-1.6%0.002%
8/12/2025 Insigneo Advisory Services LLC3,103$606K0.1%-10.0%0.002%
8/12/2025 CreativeOne Wealth LLC202,555$39.58M1.0%+12.7%0.101%
8/12/2025 Maripau Wealth Management LLC7,312$1.43M0.7%+48.6%0.004%
8/12/2025 Ameritas Investment Partners Inc.100,530$19.65M0.6%-5.6%0.050%
8/12/2025 Global Retirement Partners LLC91,673$17.92M0.4%N/A0.046%
8/12/2025 Coldstream Capital Management Inc.7,658$1.50M0.0%-18.3%0.004%
8/12/2025 Forum Private Client Group LLC5,784$1.13M0.4%+5.4%0.003%
8/12/2025 AlphaCore Capital LLC18,773$3.67M0.1%+0.7%0.009%
8/12/2025 Journey Strategic Wealth LLC6,351$1.24M0.0%-21.9%0.003%
8/12/2025 Franklin Resources Inc.51,715$10.11M0.0%+4.3%0.026%
8/12/2025 White Pine Capital LLC6,786$1.33M0.4%-11.9%0.003%
8/12/2025 MAI Capital Management1,019,527$199.24M1.4%+3.4%0.508%
8/12/2025 JPMorgan Chase & Co.17,895,697$3.50B0.2%+0.7%8.914%
8/12/2025 Absolute Capital Management LLC7,182$1.40M0.7%+24.7%0.004%
8/12/2025 17 Capital Partners LLC9,814$1.92M1.1%+10.1%0.005%
8/12/2025 EFG Asset Management Americas Corp.5,513$1.08M0.2%+11.4%0.003%
8/12/2025 PKS Advisory Services LLC12,771$2.50M0.6%-2.7%0.006%
8/12/2025 GDS Wealth Management2,538$496K0.0%+8.4%0.001%
8/11/2025 TD Waterhouse Canada Inc.144,849$28.55M0.2%+13.7%0.072%
8/11/2025 TRUE Private Wealth Advisors11,622$2.27M0.3%-14.3%0.006%
8/11/2025 VSM Wealth Advisory LLC2,319$453K0.2%-2.6%0.001%
8/11/2025 FineMark National Bank & Trust72,635$14.19M0.5%-0.5%0.036%
8/11/2025 Copperleaf Capital LLC18,117$3.54M1.8%+4.3%0.009%
8/11/2025 Traub Capital Management LLC7,902$1.54M1.4%N/A0.004%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/11/2025 Wealthspire Advisors LLC62,742$12.26M0.1%-15.6%0.031%
8/11/2025 Perennial Investment Advisors LLC7,178$1.40M0.1%+1.2%0.004%
8/11/2025 Wescott Financial Advisory Group LLC35,845$7.01M0.7%+4.0%0.018%
8/11/2025 Semus Wealth Partners LLC4,619$903K0.6%+19.9%0.002%
8/11/2025 United Advisor Group LLC9,379$1.83M0.3%+3.3%0.005%
8/11/2025 SFI Advisors LLC30,871$6.03M4.2%-5.1%0.015%
8/11/2025 Lighthouse Financial LLC31,179$6.09M4.7%-8.7%0.016%
8/11/2025 Nordwand Advisors LLC3,021$590K0.1%+11.9%0.002%
8/11/2025 Capital Square LLC6,705$1.33M0.7%+1.9%0.003%
8/11/2025 Dorsey & Whitney Trust CO LLC19,179$3.75M0.2%-1.0%0.010%
(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, 1,630 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 ($1.56B), 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 1,377 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), Envestnet Portfolio Solutions Inc. ($1.66M), 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 35,967,427 shares in the last 24 months. This purchase volume represents approximately $6.90B in transactions.

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

Of the 760 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 17,207,584 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 8/13/2025 by MarketBeat.com Staff
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