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

iShares S&P 500 Value ETF logo
$238.20 +0.19 (+0.08%)
As of 12:38 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)
1035
Total
Institutional Inflows
(last 12 months)
$5.67B
Number of
Institutional Sellers
(last 12 months)
696
Total
Institutional Outflows
(last 12 months)
$1.86B
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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
8/13/2026Capital Square LLC12,649$2.92M1.3%N/A0.006%
8/12/2026 Compass Financial Management LLC1,355$309K0.0%N/A0.001%
8/7/2026 Trust Co. of Vermont1,860$422K0.0%N/A0.001%
8/6/2026 S&CO Inc.4,350$987K0.1%N/A0.002%
7/25/2026 Midland Wealth Advisors LLC5,792$1.32M0.1%-5.7%0.003%
7/25/2026 BridgePort Financial Solutions LLC10,730$2.44M0.6%-27.7%0.005%
7/25/2026 WealthBridge Capital Management LLC11,797$2.68M0.5%-1.0%0.006%
7/25/2026 Bogart Wealth LLC741$168K0.0%-15.1%0.000%
7/25/2026 a16z Perennial Management L.P.19,804$4.50M0.4%N/A0.009%
7/25/2026 Bartlett & CO. Wealth Management LLC22,921$5.20M0.1%-1.1%0.011%
7/25/2026 CRA Financial Services LLC8,930$2.03M0.2%+1.6%0.004%
7/24/2026 Avidian Wealth Enterprises LLC43,731$9.93M0.3%-5.6%0.021%
7/24/2026 D.A. Davidson & CO.13,752$3.12M0.0%-10.4%0.007%
7/24/2026 Stegner Investment Associates Inc.16,086$3.65M1.7%-1.1%0.008%
7/24/2026 Gray Private Wealth LLC16,285$3.70M1.6%-1.8%0.008%
7/24/2026 EverSource Wealth Advisors LLC5,038$1.14M0.0%-29.7%0.002%
7/24/2026 Fairway Wealth LLC866$197K0.0%-36.4%0.000%
7/24/2026 Taylor Financial Group Inc.7,284$1.65M0.9%-17.1%0.003%
7/24/2026 Total Clarity Wealth Management Inc.2,998$681K0.1%N/A0.001%
7/24/2026 Crewe Advisors LLC3,876$880K0.1%+43.3%0.002%
7/24/2026 Forum Financial Management LP7,686$1.75M0.0%-10.7%0.004%
7/23/2026 Evergreen Private Wealth LLC3,070$697K0.3%-4.8%0.001%
7/23/2026 Cape Investment Advisory Inc.3,884$882K0.2%-11.9%0.002%
7/23/2026 PFG Investments LLC8,488$1.93M0.1%+7.1%0.004%
7/23/2026 Tranquility Partners LLC10,187$2.31M0.8%-2.5%0.005%
7/23/2026 Nations Financial Group Inc. IA ADV15,460$3.51M0.2%+4.6%0.007%
7/23/2026 Capital Investment Advisory Services LLC2,210$502K0.0%+29.2%0.001%
7/23/2026 Mosley Wealth Management2,191$497K0.2%-89.7%0.001%
7/23/2026 Financial Partners Group Inc3,197$726K0.1%-1.7%0.002%
7/23/2026 Capital Advisors Inc. OK2,698$613K0.0%-33.7%0.001%
7/23/2026 Apollon Financial LLC4,587$1.04M0.1%+41.7%0.002%
7/23/2026 Apollon Wealth Management LLC90,097$20.46M0.2%+1.9%0.043%
7/23/2026 Lazari Capital Management Inc.890$202K0.1%N/A0.000%
7/23/2026 Capital Management Associates Inc1,195$271K0.1%N/A0.001%
7/23/2026 Atlatl Advisers LLC3,705$841K0.2%-22.4%0.002%
7/23/2026 Confluence Wealth Services Inc.2,557$580K0.0%+4.6%0.001%
7/22/2026 Lee Financial Co5,839$1.33M0.2%-14.8%0.003%
7/22/2026 True North Advisors LLC885$201K0.0%N/A0.000%
7/22/2026 Patton Albertson Miller Group LLC3,162$718K0.1%-41.2%0.001%
7/22/2026 Clarendon Private LLC2,114$480K0.3%-5.2%0.001%
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7/22/2026 Madson Wealth Advisors Inc2,982$677K0.5%-39.3%0.001%
7/22/2026 Raleigh Capital Management Inc.9,216$2.09M0.7%-18.7%0.004%
7/22/2026 Forte Asset Management LLC28,622$6.50M2.7%+0.3%0.014%
7/22/2026 Evolution Wealth Management Inc.1,379$313K0.2%-22.1%0.001%
7/22/2026 Greenleaf Trust154,507$35.08M0.3%-1.0%0.073%
7/21/2026 Scarborough Advisors LLC68,244$15.61M1.8%-25.4%0.032%
7/21/2026 Novem Group1,329$302K0.0%+28.3%0.001%
7/21/2026 5T Wealth LLC30,036$6.82M2.5%-2.9%0.014%
7/21/2026 Catalyst Private Wealth LLC6,941$1.58M0.8%-1.3%0.003%
7/21/2026 ONE Advisory Partners LLC76,462$17.36M4.7%-18.3%0.036%
7/21/2026 Envestnet Portfolio Solutions Inc.1,728,446$392.46M1.9%-19.6%0.817%
7/21/2026 Physician Wealth Advisors Inc.119,410$27.11M3.2%-11.7%0.056%
7/21/2026 High Point Wealth Management LLC10,047$2.28M1.9%+3.4%0.005%
7/21/2026 Triumph Capital Management621$141K0.0%-40.1%0.000%
7/21/2026 IFP Advisors Inc148,739$33.77M0.6%-2.6%0.070%
7/21/2026 Interchange Capital Partners LLC14,041$3.19M0.6%+21.8%0.007%
7/21/2026 Market Street Wealth Management Advisors LLC13,168$2.99M0.4%-5.7%0.006%
7/21/2026 Merit Financial Group LLC90,951$20.65M0.1%-10.3%0.043%
7/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors174,363$39.59M2.0%+11.5%0.082%
7/20/2026 Thomasville National Bank4,000$908K0.0%N/A0.002%
7/20/2026 Arcadia Wealth Management LLC7,552$1.72M0.5%+57.5%0.004%
7/20/2026 Sterling Investment Counsel LLC9,740$2.21M0.5%-0.7%0.005%
7/20/2026 Farmers & Merchants Investments Inc.4,779$1.09M0.0%-32.9%0.002%
7/20/2026 Venturi Wealth Management LLC20,622$4.68M0.2%+1.2%0.010%
7/20/2026 Moody Lynn Lieberson & Walker LLC1,810$411K0.0%-5.3%0.001%
7/20/2026 Independent Wealth Network Inc.2,779$631K0.2%-1.7%0.001%
7/20/2026 Mission Wealth Management LP13,824$3.14M0.0%+51.3%0.007%
7/20/2026 Sowell Financial Services LLC18,862$4.28M0.1%+2.1%0.009%
7/20/2026 AA Financial Advisors LLC1,892$430K0.1%-15.9%0.001%
7/20/2026 GHP Investment Advisors Inc.94,459$21.45M0.8%-1.6%0.045%
7/16/2026 Processus Wealth & Capital Management LLC1,678$381K0.1%-7.8%0.001%
7/10/2026 Processus Wealth & Capital Management LLC1,678$381K0.2%-7.8%0.001%
7/10/2026 Heck Capital Advisors LLC12,779$2.90M0.2%-6.6%0.006%
7/10/2026 Adirondack Capital Advisors LLC35,843$8.14M4.4%-1.0%0.017%
7/10/2026 FORM Wealth Advisors LLC14,848$3.37M0.4%-4.6%0.007%
7/10/2026 JFS Wealth Advisors LLC124,892$28.36M1.4%-4.5%0.059%
7/10/2026 Magnolia Capital Management Ltd.3,215$730K0.5%-29.9%0.002%
7/10/2026 GenWealth Group Inc.12,948$2.94M0.5%-8.6%0.006%
7/10/2026 Canvas Wealth Advisors LLC1,130$257K0.0%-15.7%0.001%
7/10/2026 G&S Capital LLC15,864$3.60M1.0%N/A0.008%
7/10/2026 Diversified Management Inc.1,446$328K0.1%+33.1%0.001%
7/10/2026 Clarus Wealth Advisors24,583$5.63M2.2%+1.6%0.012%
7/10/2026 Prosperity Planning Inc.52,845$12.00M2.8%-0.8%0.025%
7/10/2026 Spinnaker Investment Group LLC2,863$650K0.1%N/A0.001%
7/10/2026 Fulcrum Equity Management3,415$775K0.6%-16.2%0.002%
7/10/2026 KMG Fiduciary Partners LLC1,343$305K0.0%-96.3%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,672$1.52M0.2%+4.8%0.003%
7/10/2026 Sterling Investment Advisors LLC ADV22,986$5.22M2.3%-2.2%0.011%
7/10/2026 Fulton Bank N.A.1,868$424K0.0%-3.3%0.001%
7/10/2026 Wealthcare Advisory Partners LLC8,407$1.91M0.0%-13.9%0.004%
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7/10/2026 FFG Retirement Advisors LLC28,331$6.43M3.4%-21.8%0.013%
7/9/2026 Harrell Investment Partners LLC1,054$239K0.1%-23.6%0.000%
7/9/2026 Centurion Wealth Management LLC26,854$6.10M1.5%+4.6%0.013%
7/9/2026 Veery Capital LLC2,128$483K0.1%+7.7%0.001%
7/9/2026 AFG Fiduciary Services Limited Partnership11,999$2.76M2.1%-1.0%0.006%
7/9/2026 Atlas Brown Inc.2,925$664K0.2%-2.6%0.001%
7/9/2026 World Equity Group Inc.4,759$1.08M0.2%-22.3%0.002%
7/9/2026 Professional Financial Advisors LLC7,592$1.72M0.3%+1.3%0.004%
7/9/2026 Next Level Private LLC894$203K0.0%-21.4%0.000%
7/9/2026 Focus Financial Network Inc.36,930$8.39M0.3%-4.8%0.018%


IVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,773 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 1,532 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 26,980,725 shares in the last 24 months. This purchase volume represents approximately $5.67B in transactions.

Of the 691 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 Corient Private Wealth LLC ($328.40K).

Institutional investors have sold a total of 8,895,920 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.


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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 8/13/2026. New 13F filings are added each quarter as they're published.
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