iShares S&P 500 Value ETF (IVE) Institutional Ownership $228.03 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares S&P 500 Value ETF (NYSEARCA:IVE)Number ofInstitutional Buyers(last 12 months)1142TotalInstitutional Inflows(last 12 months)$6.95BNumber ofInstitutional Sellers(last 12 months)755TotalInstitutional Outflows(last 12 months)$3.21B Get IVE Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares S&P 500 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data IVE Institutional Buying and Selling by Quarter iShares S&P 500 Value ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026WNY Asset Management LLC2,844$601K0.1%N/A0.001% 5/22/2026Wellington Grp LLC1,170$247K0.1%+2,287.8%0.001% 5/22/2026Verus Capital Partners LLC28,264$5.97M0.4%-4.2%0.013% 5/21/2026 Montchanin Asset Management LLC1,480$313K0.3%N/A0.001% 5/20/2026 SOA Wealth Advisors LLC.5,436$1.15M0.1%-4.9%0.002% 5/20/2026 TrueWealth Financial Partners1,156$244K0.1%N/A0.001% 5/19/2026 Western Wealth Management LLC18,389$3.88M0.1%+12.8%0.008% 5/19/2026 Bank of America Corp DE9,457,775$2.00B0.1%+2.0%4.283% 5/19/2026 Edgestream Partners L.P.2,038$430K0.0%-22.0%0.001% 5/19/2026 Chesapeake Wealth Management1,313$277K0.1%-3.8%0.001% Get the Latest News and Ratings for IVE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares S&P 500 Value ETF and its competitors with MarketBeat's FREE daily newsletter. 5/19/2026 Centaurus Financial Inc.12,158$2.57M0.1%-24.8%0.006% 5/19/2026 Strategic Investment Advisors MI483$102K0.0%N/A0.000% 5/19/2026 Ashton Thomas Securities LLC27,590$5.82M0.7%N/A0.012% 5/19/2026 Arkadios Wealth Advisors79,315$16.75M0.3%+5.9%0.036% 5/18/2026 Sunbelt Securities Inc.43,751$9.24M0.6%-9.2%0.020% 5/18/2026 Amundi50,700$10.71M0.0%+0.2%0.023% 5/18/2026 EverSource Wealth Advisors LLC7,169$1.51M0.0%+9.1%0.003% 5/18/2026 Royal Bank of Canada1,396,602$294.89M0.1%+3.6%0.633% 5/18/2026 Empowered Funds LLC1,754$370K0.0%-25.6%0.001% 5/16/2026 The Manufacturers Life Insurance Company 439,034$92.70M0.1%N/A0.199% 5/16/2026 Glen Eagle Advisors LLC19,280$4.07M0.6%-4.4%0.009% 5/16/2026 Excelsior Advisor Network LLC5,655$1.19M0.5%+3.1%0.003% 5/16/2026 Quantinno Capital Management LP48,569$10.26M0.0%+25.6%0.022% 5/16/2026 Family Manage LLC616$130K0.0%-10.1%0.000% 5/15/2026 Gateway Wealth Partners LLC98,088$20.71M0.8%+160.2%0.044% 5/15/2026 Turim 21 Investimentos Ltda.929$196K0.1%-23.0%0.000% 5/15/2026 Blue Chip Partners LLC1,407$297K0.0%-12.7%0.001% 5/15/2026 Van Diest Capital LLC1,044$221K0.2%-23.8%0.000% 5/15/2026 Matrix Private Capital Group LLC4,539$958K0.5%N/A0.002% 5/15/2026 Waverly Advisors LLC217,708$45.97M0.3%+5.1%0.099% 5/15/2026 Asset Management Group Inc.51,514$10.88M1.8%-0.1%0.023% 5/15/2026 Wealth Alliance LLC149,006$31.46M3.1%-9.9%0.067% 5/14/2026 Hilltop Holdings Inc.7,951$1.68M0.2%-24.9%0.004% 5/14/2026 GC Wealth Management RIA LLC2,245$474K0.0%N/A0.001% 5/14/2026 Compound Planning Inc.19,227$4.06M0.1%+169.7%0.009% 5/14/2026 Klingman & Associates LLC2,813$594K0.0%+38.4%0.001% 5/14/2026 Modern Wealth Management LLC286,370$60.56M1.0%+11.7%0.130% 5/14/2026 Keebeck Wealth Management49,609$10.48M1.2%-7.2%0.022% 5/14/2026 RMG Wealth Management LLC120$27K0.0%N/A0.000% 5/14/2026 Bank of Nova Scotia8,873$1.87M0.0%+17.4%0.004% The REAL Reason Trump is Invading Iran (Ad)For a moment… Forget about Trump’s ties to Israel. 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Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.Click here to find out what it is.5/14/2026 Dickmeyer Boyce Financial Management Inc.1,181$249K0.1%N/A0.001% 5/14/2026 Sei Investments Co.39,412$8.32M0.0%+0.3%0.018% 5/14/2026 Ascension Capital Advisors Inc.1,027$217K0.1%N/A0.000% 5/14/2026 Lido Advisors LLC1,944,079$410.49M1.3%+4.4%0.880% 5/14/2026 B&D White Capital Company LLC11,691$2.47M0.3%-2.7%0.005% 5/13/2026 Cetera Investment Advisers3,295,130$695.77M0.7%-3.4%1.492% 5/13/2026 Measured Wealth Private Client Group LLC850$179K0.0%+20.1%0.000% 5/13/2026 Signature Equity Partners LLC1,226$259K0.1%-12.2%0.001% 5/13/2026 NewEdge Wealth LLC5,226$1.10M0.0%+2.6%0.002% 5/13/2026 Alpha Financial Partners LLC1,262$266K0.2%N/A0.001% 5/13/2026 First Citizens Bank & Trust Co.16,129$3.41M0.1%-26.5%0.007% 5/13/2026 Alesco Advisors LLC An ESL Co66,079$13.95M0.4%-5.9%0.030% 5/13/2026 First Trust Advisors LP23,423$4.95M0.0%-0.6%0.011% 5/12/2026 Marin Bay Wealth Advisors LLC14,559$3.07M0.9%-0.7%0.007% 5/12/2026 Insight Advisors LLC PA3,101$655K0.1%-69.4%0.001% 5/8/2026 PNC Financial Services Group Inc.2,271,013$479.52M0.3%-3.1%1.029% 5/8/2026 Glenview Trust Co9,516$2.01M0.0%+19.2%0.004% 5/8/2026 Cassaday & Co Wealth Management LLC1,197,963$252.95M5.4%+3.8%0.543% 5/8/2026 Rice Partnership LLC440$93K0.0%+17.3%0.000% 5/8/2026 Johnson Financial Group Inc.2,225$470K0.0%-21.9%0.001% 5/8/2026 Element Pointe Advisors LLC2,578$544K0.1%-5.9%0.001% 5/8/2026 JSF Financial LLC5,176$1.09M0.2%-11.5%0.002% 5/7/2026 Legacy Wealth Managment LLC ID653$138K0.1%-8.3%0.000% 5/7/2026 AlTi Global Inc.11,816$2.50M0.1%+3.2%0.005% 5/7/2026 Earned Wealth Advisors LLC1,000$211K0.0%N/A0.000% 5/7/2026 Commonwealth Financial Services LLC1,332$281K0.0%-90.2%0.001% 5/7/2026 Hollencrest Capital Management931$196K0.0%-15.0%0.000% 5/7/2026 Meeder Advisory Services Inc.3,016$637K0.0%+19.1%0.001% 5/7/2026 Human Investing LLC957$202K0.0%-10.6%0.000% 5/7/2026 Scarborough Advisors LLC91,539$19.33M2.1%N/A0.041% 5/7/2026 Balefire LLC2,858$603K0.1%N/A0.001% 5/7/2026 Parallel Advisors LLC58,299$12.31M0.2%+1.0%0.026% 5/7/2026 Resolute Wealth Strategies LLC22,815$4.82M2.1%-1.5%0.010% 5/7/2026 Ironwood Investment Counsel LLC1,995$421K0.1%-2.4%0.001% 5/7/2026 Decker Wealth Management LLC5,168$1.09M0.2%N/A0.002% 5/7/2026 Greenwood Gearhart LLC7,706$1.63M0.1%+20.4%0.003% 5/7/2026 Koss Olinger Consulting LLC92,755$19.59M1.6%-33.5%0.042% 5/7/2026 Regimen Wealth LLC13,989$2.95M0.9%+12.9%0.006% 5/7/2026 Vision Retirement LLC7,007$1.48M0.4%-4.2%0.003% 5/7/2026 World Equity Group Inc.6,123$1.29M0.3%-9.9%0.003% 5/7/2026 ANB Bank1,029$217K0.1%-9.2%0.000% 5/7/2026 Crescent Grove Advisors LLC6,140$1.30M0.1%-1.8%0.003% 5/7/2026 Ascent Wealth Partners LLC26,113$5.51M0.6%+15.9%0.012% 5/6/2026 Sterling Financial Planning Inc.22,858$4.83M1.4%-0.4%0.010% 5/6/2026 GatePass Capital LLC4,789$1.01M0.5%-17.2%0.002% 5/6/2026 IMA Advisory Services Inc.595$126K0.0%+35.8%0.000% 5/6/2026 Quadrant Private Wealth Management LLC70,489$14.88M2.3%-3.4%0.032% 5/6/2026 Bartlett & CO. Wealth Management LLC23,169$5.15M0.1%+4.2%0.010% 5/6/2026 Cornerstone Planning Group LLC34,367$7.69M1.1%+33.1%0.016% 5/6/2026 Gryphon Financial Partners LLC14,661$3.10M0.3%+2.1%0.007% Elon Musk’s $1 Quadrillion AI IPO (Ad)$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.Claim Your Stake Now5/6/2026 Durante & Waters LLC7,719$1.63M1.2%-7.5%0.003% 5/6/2026 Modera Wealth Management LLC72,597$15.33M0.2%-3.3%0.033% 5/6/2026 Assetmark Inc.21,213$4.48M0.0%-6.0%0.010% 5/6/2026 Gallacher Capital Management LLC3,312$699K0.3%-17.9%0.002% 5/6/2026 Angeles Wealth Management LLC2,191$463K0.0%+7.3%0.001% 5/6/2026 Fiscal Wisdom Wealth Management LLC3,098$654K0.6%+18.5%0.001% 5/6/2026 Bessemer Group Inc.11,196$2.36M0.0%+2.3%0.005% 5/6/2026 SteelPeak Wealth LLC165,861$35.02M1.1%-19.1%0.075% 5/6/2026 Sofi Wealth LLC979,965$206.92M10.0%+0.4%0.444% 5/6/2026 Independent Financial Group LLC15,163$3.20M0.1%N/A0.007% IVE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IVE shares? During the previous two years, 1,787 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 ($2.00B), 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 1,560 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. ($1.89M), Raymond James Financial Inc. ($1.88M), Park Avenue Securities LLC ($1.59M), International Assets Investment Management LLC ($1.33M), Cetera Investment Advisers ($1.27M), and Laurel Wealth Advisors LLC ($1.21M). How much institutional buying is happening at iShares S&P 500 Value ETF? Institutional investors have bought a total of 33,552,971 shares in the last 24 months. This purchase volume represents approximately $6.95B in transactions. Which of iShares S&P 500 Value ETF's major shareholders have been selling company stock? Of the 755 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 15,921,856 shares in the last 24 months. This volume of shares sold represents approximately $3.21B in transactions. Related Companies VV Major Shareholders IWB Major Shareholders SPYG Major Shareholders VONG Major Shareholders JEPI Major Shareholders DIA Major Shareholders SCHG Major Shareholders TQQQ Major Shareholders SPYV Major Shareholders MGK Major Shareholders This page (NYSEARCA:IVE) was last updated on 5/25/2026 by MarketBeat.com Staff. 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