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

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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)
743
Total
Institutional Inflows
(last 12 months)
$3.28B
Number of
Institutional Sellers
(last 12 months)
632
Total
Institutional Outflows
(last 12 months)
$2.01B
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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
4/27/2024Fonville Wealth Management LLC8,264$1.54M0.7%-1.2%0.005%
4/27/2024Signature Wealth Management Partners LLC55,505$10.37M8.4%+6.1%0.031%
4/26/2024Sterling Investment Counsel LLC11,169$2.09M1.0%-18.5%0.006%
4/26/2024Plan Group Financial LLC9,482$1.77M1.2%+720.2%0.005%
4/26/2024UMB Bank n.a.79,538$14.86M0.2%-7.8%0.044%
4/26/2024RCS Financial Planning LLC8,003$1.50M0.9%N/A0.004%
4/26/2024Narwhal Capital Management90,580$16.92M1.7%+3.1%0.051%
4/26/2024LifeSteps Financial Inc.673$126K0.1%N/A0.000%
4/26/2024Yousif Capital Management LLC2,118$396K0.0%-60.8%0.001%
4/26/2024YHB Investment Advisors Inc.34,610$6.47M0.6%-3.6%0.019%
4/26/2024First National Trust Co2,512$469K0.0%-4.6%0.001%
4/26/2024McKinley Carter Wealth Services Inc.471,711$88.12M5.9%+0.7%0.263%
4/26/2024Clear Creek Financial Management LLC82,776$15.46M2.0%+9.1%0.046%
4/26/2024Chicago Partners Investment Group LLC24,104$4.36M0.2%+0.4%0.013%
4/26/2024 Mesirow Financial Investment Management Inc.98,797$18.46M0.4%N/A0.055%
4/26/2024MONECO Advisors LLC1,760$329K0.1%-8.1%0.001%
4/26/2024Sigma Investment Counselors Inc.12,814$2.39M0.1%-1.0%0.007%
4/26/2024Bogart Wealth LLC1,920$359K0.0%-14.5%0.001%
4/25/2024Allworth Financial LP113,532$21.21M0.1%+1.4%0.063%
4/25/2024Cardinal Strategic Wealth Guidance420$78K0.0%N/A0.000%
4/25/2024W Advisors LLC25,751$4.81M3.3%+20.0%0.014%
4/25/2024Lodestar Private Asset Management LLC5,665$1.06M0.2%+2.3%0.003%
4/25/2024Human Investing LLC1,149$215K0.0%N/A0.001%
4/25/2024TRUE Private Wealth Advisors17,581$3.28M0.4%+63.4%0.010%
4/25/2024TNF LLC33,505$6.07M2.4%N/A0.019%
4/25/2024Professional Financial Advisors LLC5,053$944K0.3%+9.4%0.003%
4/25/2024Triumph Capital Management1,714$318K0.1%N/A0.001%
4/25/2024 Valeo Financial Advisors LLC17,691$3.20M0.1%+1.9%0.010%
4/25/2024Tilson Financial Group Inc.19,129$3.57M1.9%-2.5%0.011%
4/25/2024 Summit Financial LLC6,859$1.28M0.1%-7.7%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.350,628$65.50M0.3%+35.1%0.196%
4/25/2024 Christopher J. Hasenberg Inc19,582$3.66M1.8%+1.1%0.011%
4/24/2024 Private Trust Co. NA5,312$992K0.1%+77.0%0.003%
4/24/2024 Patton Albertson Miller Group LLC8,962$1.67M0.3%+67.4%0.005%
4/24/2024 1900 Wealth Management LLC1,982$370K0.0%-13.8%0.001%
4/24/2024 HMS Capital Management LLC1,702$318K0.2%-15.6%0.001%
4/24/2024 Marino Stram & Associates LLC4,567$853K0.2%+2.6%0.003%
4/24/2024 SOL Capital Management CO14,360$2.68M0.3%-5.0%0.008%
4/24/2024 Smith Anglin Financial LLC240,989$45.02M4.6%-36.0%0.134%
4/24/2024 Simplicity Wealth LLC23,001$4.30M0.1%N/A0.013%
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4/24/2024 NBT Bank N A NY4,097$765K0.1%+2.2%0.002%
4/24/2024 Avitas Wealth Management LLC64,124$11.98M1.8%-34.6%0.036%
4/24/2024 Spire Wealth Management157,704$29.46M1.2%+8.9%0.088%
4/24/2024 Gemmer Asset Management LLC7,857$1.47M0.2%+1.8%0.004%
4/24/2024 Midwest Heritage Bank FSB1,181$221K0.1%N/A0.001%
4/24/2024 Essex Financial Services Inc.9,939$1.86M0.2%+4.1%0.006%
4/23/2024 Truefg LLC1,145$214K0.1%N/A0.001%
4/23/2024 Charter Oak Capital Management LLC26,324$4.92M0.5%-5.1%0.015%
4/23/2024 Platte River Wealth Advisors LLC183,564$34.29M9.8%+12.2%0.102%
4/23/2024 Milestone Asset Management LLC12,944$2.42M0.7%N/A0.007%
4/23/2024 Global Retirement Partners LLC79,985$14.94M0.6%+15.5%0.045%
4/23/2024 Cornell Pochily Investment Advisors Inc.2,180$407K0.2%+10.1%0.001%
4/23/2024 Twin Peaks Wealth Advisors LLC7,382$1.38M0.8%N/A0.004%
4/23/2024 Moody Lynn & Lieberson LLC1,461$273K0.0%-10.7%0.001%
4/23/2024 United Asset Strategies Inc.39,541$7.39M0.7%-4.3%0.022%
4/23/2024 Wealth Advisory Solutions LLC20,274$3.79M1.0%N/A0.011%
4/23/2024 WASHINGTON TRUST Co268$50K0.0%-61.3%0.000%
4/23/2024 Venturi Wealth Management LLC8,627$1.61M0.1%+541.4%0.005%
4/23/2024 Rational Advisors LLC8,113$1.52M0.1%N/A0.005%
4/23/2024 Nations Financial Group Inc. IA ADV18,996$3.55M0.3%+16.7%0.011%
4/23/2024 Sugarloaf Wealth Management LLC1,526$285K0.1%+16.9%0.001%
4/23/2024 TrueWealth Advisors LLC4,593$858K0.3%+13.2%0.003%
4/23/2024 Fifth Third Bancorp307,138$57.38M0.2%-6.0%0.171%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,694$664K0.0%-15.3%0.002%
4/23/2024 Strategic Blueprint LLC11,286$2.11M0.1%N/A0.006%
4/23/2024 Bank of Stockton60,393$11.28M3.5%-2.9%0.034%
4/23/2024 4J Wealth Management LLC2,474$462K0.4%-2.6%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.856,580$160.02M0.2%+17.1%0.477%
4/23/2024 Stonegate Investment Group LLC35,094$6.56M0.2%+74.6%0.020%
4/23/2024 Sutton Place Investors LLC5,221$975K0.5%N/A0.003%
4/23/2024 Gray Private Wealth LLC22,009$4.11M2.7%N/A0.012%
4/22/2024 Pacific Sage Partners LLC3,330$622K0.2%+52.5%0.002%
4/22/2024 Cahaba Wealth Management Inc.9,962$1.86M0.2%-1.2%0.006%
4/22/2024 PFG Investments LLC3,167$592K0.0%+7.4%0.002%
4/22/2024 Bay Harbor Wealth Management LLC28,168$5.26M1.9%N/A0.016%
4/22/2024 Altfest L J & Co. Inc.2,211$413K0.1%-5.7%0.001%
4/22/2024 Parsons Capital Management Inc. RI3,684$688K0.0%-5.5%0.002%
4/22/2024 Horst & Graben Wealth Management LLC67,150$12.54M2.6%N/A0.037%
4/22/2024 Raymond James & Associates780,598$145.82M0.1%-0.1%0.435%
4/22/2024 Aurora Private Wealth Inc.2,306$430K0.4%-6.2%0.001%
4/22/2024 Stegner Investment Associates Inc.17,353$3.24M2.4%-11.3%0.010%
4/22/2024 Rainey & Randall Investment Management Inc.2,143$394K0.1%-22.3%0.001%
4/22/2024 Strategies Wealth Advisors LLC12,898$2.41M0.4%+1.5%0.007%
4/22/2024Ashton Thomas Private Wealth LLC21,686$4.05M0.2%+4.7%0.012%
4/19/2024 FORVIS Wealth Advisors LLC42,679$7.97M0.2%+13.6%0.024%
4/19/2024 Veracity Capital LLC3,807$711K0.3%+27.5%0.002%
4/19/2024 Willis Johnson & Associates Inc.34,931$6.53M0.6%-7.8%0.019%
4/19/2024 RTD Financial Advisors Inc.82,376$15.39M2.1%-1.4%0.046%
4/19/2024 Amarillo National Bank309,108$57.74M10.8%-0.5%0.172%
4/19/2024 Wealthstar Advisors LLC2,684$501K0.2%-4.7%0.001%
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4/19/2024 Advisor Resource Council2,369$412K0.2%-80.9%0.001%
4/19/2024 Kovack Advisors Inc.1,671$312K0.0%+44.3%0.001%
4/19/2024 Hudson Capital Management LLC22,352$4.18M1.4%-13.0%0.012%
4/19/2024 OMNI 360 Wealth Inc.2,503$468K0.4%N/A0.001%
4/19/2024 Valeo Financial Advisors LLC17,470$3.26M0.0%+0.7%0.010%
4/18/2024 Integrity Wealth Solutions LLC2,118$396K0.3%+5.7%0.001%
4/18/2024 Summit Investment Advisory Services LLC21,031$3.93M2.3%-3.3%0.012%
4/18/2024 SeaCrest Wealth Management LLC1,954$365K0.0%-30.2%0.001%
4/18/2024 Nvest Financial LLC39,156$7.32M4.9%-1.8%0.022%
4/18/2024 West Oak Capital LLC6,595$1.23M0.5%-3.2%0.004%
(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, 1,311 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($2.60B), Morgan Stanley ($1.73B), Wells Fargo & Company MN ($1.32B), Graham Capital Wealth Management LLC ($1.09B), Bank of America Corp DE ($1.06B), Envestnet Asset Management Inc. ($750.19M), and UBS Group AG ($618.77M).Learn more on IVE's institutional investors.

Which institutional investors have been buying iShares S&P 500 Value ETF stock?

Of the 1,113 institutional investors that purchased iShares S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($5.36M), Envestnet Asset Management Inc. ($2.07M), International Assets Investment Management LLC ($1.12M), CWM LLC ($1.06M), The Manufacturers Life Insurance Company ($983.55K), Park Avenue Securities LLC ($874.10K), and Osaic Holdings Inc. ($819.00K).

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

Institutional investors have bought a total of 43,753,461 shares in the last 24 months. This purchase volume represents approximately $6.79B in transactions.

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

Of the 837 institutional investors that sold iShares S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($4.65M), Envestnet Asset Management Inc. ($2.11M), Varma Mutual Pension Insurance Co ($1.45M), Sierra Capital LLC ($1.37M), M&T Bank Corp ($622.35K), Barber Financial Group Inc. ($530.04K), and Cambridge Investment Research Advisors Inc. ($481.38K).

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

Institutional investors have sold a total of 26,128,935 shares in the last 24 months. This volume of shares sold represents approximately $3.88B in transactions.


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This page (NYSEARCA:IVE) was last updated on 4/27/2024 by MarketBeat.com Staff

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