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

iShares S&P 500 Value ETF logo
$231.92 -1.19 (-0.51%)
Closing price 04:10 PM Eastern
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$231.94 +0.03 (+0.01%)
As of 07:30 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)
1044
Total
Institutional Inflows
(last 12 months)
$5.42B
Number of
Institutional Sellers
(last 12 months)
711
Total
Institutional Outflows
(last 12 months)
$2.90B
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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
9/23/2026 QRG Capital Management Inc.6,804$1.55M0.0%+92.5%0.003%
9/23/2026 Envestnet Portfolio Solutions Inc.1,728,446$392.46M1.7%-19.6%0.814%
9/23/2026 Envestnet Asset Management Inc.23,349,327$5.30B0.8%-15.8%10.996%
9/9/2026 Tortoise Investment Management LLC27,450$6.23M0.5%-1.4%0.013%
9/9/2026 Tarbox Family Office Inc.4,788$1.09M0.2%-17.4%0.002%
9/9/2026 Blue Edge Capital LLC76,736$17.42M2.1%+0.8%0.036%
9/9/2026 Sequoia Financial Advisors LLC24,950$5.67M0.0%+1.5%0.012%
9/9/2026 Cahill Financial Advisors Inc.103,626$23.53M2.3%-0.2%0.049%
9/9/2026 IPG Investment Advisors LLC5,896$1.34M0.2%+15.7%0.003%
9/9/2026 MCF Advisors LLC2,836$644K0.0%+8.5%0.001%
9/9/2026 Bienville Capital Management LLC1,007$229K0.0%N/A0.000%
9/9/2026 Gemmer Asset Management LLC17,231$3.91M0.3%-0.5%0.008%
9/9/2026 Capital Analysts LLC98,546$22.38M0.5%-4.5%0.047%
9/9/2026 Concorde Asset Management LLC12,279$2.79M1.6%-9.9%0.006%
9/9/2026 NorthRock Partners LLC110,052$24.99M0.4%-29.4%0.052%
9/9/2026 Integrated Wealth Concepts LLC78,702$17.87M0.1%+1.3%0.037%
9/9/2026 Community Bank N.A.2,141$486K0.1%-27.0%0.001%
9/9/2026 RFG Advisory LLC9,579$2.18M0.0%-27.2%0.005%
9/9/2026 NewEdge Advisors LLC808,622$183.61M0.5%-5.9%0.383%
9/9/2026 IFP Advisors Inc148,739$33.77M0.6%-2.6%0.070%
9/9/2026 Squarepoint Ops LLC1,744$396K0.0%N/A0.001%
9/9/2026 Baird Financial Group Inc.274,431$62.31M0.1%+7.4%0.130%
9/9/2026 One Charles Private Wealth Services LLC1,000$227K0.1%-29.7%0.000%
9/9/2026 XY Planning Network Inc.17,182$3.90M0.5%-11.4%0.008%
9/8/2026 Allworth Financial LP72,687$16.50M0.1%-23.3%0.034%
9/8/2026 Waverly Advisors LLC212,438$48.24M0.3%-2.4%0.101%
9/8/2026 Bank OZK1,903$432K0.1%-2.5%0.001%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group105,567$23.98M2.4%-13.1%0.050%
8/27/2026 Corient Private Wealth LP155,184$35.24M0.0%+23.3%0.073%
8/27/2026 Tucker Asset Management LLC323$73K0.0%-21.6%0.000%
8/26/2026 Amundi59,900$13.60M0.0%+18.1%0.028%
8/26/2026 HighTower Advisors LLC670,326$152.20M0.1%+1.0%0.317%
8/25/2026 Advus Financial Partners LLC31,021$7.04M1.6%+9.6%0.015%
8/23/2026 Hyundai Investments Co. Ltd.2,478$563K0.6%+49.9%0.001%
8/23/2026 Mason & Associates LLC6,404$1.45M0.3%-0.7%0.003%
8/23/2026 Ameritas Advisory Services LLC23,853$5.42M0.1%+1,077.9%0.011%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.3,668$833K0.2%-2.1%0.002%
8/23/2026 Wedmont Private Capital5,352$1.23M0.0%-2.0%0.003%
8/23/2026 Kintra Wealth LLC3,436$818K0.0%+80.6%0.002%
8/23/2026 Morling Financial Advisors LLC457$104K0.0%N/A0.000%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
8/23/2026 Endeavor Private Wealth Inc.51,933$11.79M2.9%-9.9%0.025%
8/23/2026 Operose Advisors LLC12,030$2.73M0.5%-4.2%0.006%
8/23/2026 HB Wealth Management LLC39,372$8.94M0.1%-14.0%0.019%
8/23/2026 Nvest Financial LLC52,578$11.94M3.8%+0.4%0.025%
8/23/2026 Hutchens & Kramer Investment Management Group LLC7,160$1.63M0.4%-16.0%0.003%
8/23/2026 Angeles Wealth Management LLC3,691$838K0.0%+68.5%0.002%
8/23/2026 Azimuth Capital Investment Management LLC6,257$1.42M0.0%+1.1%0.003%
8/22/2026 Advisory Solutions Group LLC2,230$506K0.2%N/A0.001%
8/22/2026 Compass Financial Management LLC1,355$309K0.0%N/A0.001%
8/22/2026 NI Acquisitions Company LLC1,046$238K0.1%N/A0.000%
8/22/2026 NBH Bank975$221K0.1%N/A0.000%
8/22/2026 MW Advisory LLC2,200$500K0.2%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC1,966$457K0.3%N/A0.001%
8/22/2026 Old Mission Investment Co LLC24,139$5.48M1.1%N/A0.011%
8/22/2026 Montgomery Financial Services LLC281$64K0.1%N/A0.000%
8/22/2026 TOP Private Wealth LLC.423$96K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC310$70K0.0%+118.3%0.000%
8/22/2026 Cassilly Financial Group LLC9,701$2.20M1.6%-13.1%0.005%
8/22/2026 Hopwood Nicholas Hunter24,417$5.54M1.5%N/A0.012%
8/22/2026 Blalock Williams LLC18,228$4.14M2.7%-15.6%0.009%
8/22/2026 MOR Wealth Management LLC942$214K0.1%N/A0.000%
8/22/2026 Elevation Wealth Management LLC2,244$510K0.4%-12.4%0.001%
8/22/2026 BAM Wealth Management LLC3,101$704K0.4%-15.9%0.001%
8/22/2026 SMART Wealth LLC10,087$2.29M0.5%+154.8%0.005%
8/22/2026 Retirement Wealth Solutions LLC24,269$5.51M3.0%-1.4%0.011%
8/22/2026 Rik Saylor Financial Inc.22,064$5.01M3.2%-0.6%0.010%
8/22/2026 LifePlan Investment Advisors Inc.16,913$3.84M1.3%-20.4%0.008%
8/22/2026 NWF Advisory Services Inc.1,591$361K0.0%-3.6%0.001%
8/22/2026 TD Waterhouse Canada Inc.142,664$32.54M0.1%+5.0%0.068%
8/22/2026 Kickstand Ventures LLC.21,242$4.82M0.9%-4.4%0.010%
8/22/2026 Concurrent Investment Advisors LLC114,705$26.05M0.2%-3.6%0.054%
8/21/2026 Beacon Capital Management LLC54,222$12.31M1.8%+268.8%0.026%
8/21/2026 Rodgers & Associates LTD48,150$10.93M0.8%-0.3%0.023%
8/21/2026 Continuum Advisory LLC5,163$1.17M0.1%-2.9%0.002%
8/21/2026 MBA Advisors LLC4,206$955K0.3%-4.1%0.002%
8/21/2026 Beacon Financial Advisory LLC9,173$2.08M0.4%-5.9%0.004%
8/21/2026 Tsfg LLC10,074$2.29M0.3%+2.5%0.005%
8/21/2026 KFA Private Wealth Group LLC3,584$814K0.2%N/A0.002%
8/21/2026 Clarus Wealth Advisors24,583$5.63M2.0%+1.6%0.012%
8/21/2026 Chesapeake Wealth Management1,270$288K0.1%-3.3%0.001%
8/21/2026 Vanguard Capital Wealth Advisors1,100$250K0.2%N/A0.001%
8/21/2026 Acorn Wealth Advisors LLC1,061$241K0.1%-11.7%0.001%
8/21/2026 Triumph Capital Management621$141K0.0%-40.1%0.000%
8/21/2026 Financial Life Advisors162,970$37.00M10.5%-2.4%0.077%
8/20/2026 Nwam LLC14,562$3.31M0.2%+4.6%0.007%
8/20/2026 NorthLanding Financial Partners LLC11,716$2.66M2.2%+29.1%0.006%
8/20/2026 Renasant Bank3,134$712K0.5%-24.2%0.001%
8/20/2026 Rehmann Capital Advisory Group740,561$168.18M7.0%+3.3%0.350%
8/20/2026 Orgel Wealth Management LLC8,443$1.92M0.0%N/A0.004%
8/20/2026 Advocacy Wealth Management LLC424,530$96.39M1.5%-16.9%0.201%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
8/20/2026 Oarsman Capital Inc.1,094$248K0.0%-5.6%0.001%
8/20/2026 Ancora Advisors LLC54,668$12.41M0.2%+12.7%0.026%
8/20/2026 Sigma Planning Corp96,026$21.80M0.5%-11.0%0.045%
8/20/2026 Two Sigma Securities LLC2,337$531K0.0%-8.7%0.001%
8/20/2026 GTS Securities LLC49,020$11.13M0.2%-27.2%0.023%
8/20/2026 Flputnam Investment Management Co.2,578$555K0.0%+10.7%0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.270,849$61.50M0.0%-1.7%0.128%
8/20/2026 Wedbush Securities Inc.6,776$1.54M0.0%-14.0%0.003%
8/20/2026 Spinnaker Trust2,477$562K0.0%-10.2%0.001%
8/20/2026 Greenleaf Trust154,507$35.08M0.3%-1.0%0.073%


IVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,793 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), UBS Group AG ($749.64M), and Cetera Investment Advisers ($695.77M).Learn more on iShares S&P 500 Value ETF's institutional investors.

Of the 1,551 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. ($9.18M), JPMorgan Chase & Co. ($1.89M), Raymond James Financial Inc. ($1.88M), Park Avenue Securities LLC ($1.57M), International Assets Investment Management LLC ($1.33M), Cetera Investment Advisers ($1.27M), and Laurel Wealth Advisors LLC ($1.21M).

Institutional investors have bought a total of 25,652,330 shares in the last 24 months. This purchase volume represents approximately $5.42B in transactions.

Of the 710 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: Laurel Wealth Advisors LLC ($1.21M), M&T Bank Corp ($883.78K), Kovitz Investment Group Partners LLC ($714.59K), Envestnet Portfolio Solutions Inc. ($420.15K), Miracle Mile Advisors LLC ($414.71K), Goldman Sachs Group Inc. ($411.09K), and Northwestern Mutual Wealth Management Co. ($248.37K).

Institutional investors have sold a total of 8,555,450 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IVE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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