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

iShares S&P 500 Value ETF logo
$235.66 +1.60 (+0.68%)
Closing price 10/15/2026 04:10 PM Eastern
Extended Trading
$235.52 -0.14 (-0.06%)
As of 07:49 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
1038
Total
Institutional Inflows
(last 12 months)
$5.42B
Number of
Institutional Sellers
(last 12 months)
709
Total
Institutional Outflows
(last 12 months)
$2.84B
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IVE Institutional Buying and Selling by Quarter

iShares S&P 500 Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2026Goelzer Investment Management Inc.2,335$533K0.0%-32.4%0.001%
10/16/2026Newport Capital Group LLC43,386$10.19M6.8%+618.1%0.021%
10/16/2026Trail Ridge Investment Advisors LLC15,906$3.63M1.6%+4.2%0.008%
10/16/2026Neumann Capital Management LLC9,164$2.09M0.5%+1.7%0.004%
10/16/2026Iams Wealth Management LLC4,606$1.05M0.3%-2.4%0.002%
10/16/2026NFSG Corp406$93K0.0%-39.5%0.000%
10/16/2026Activest Wealth Management1,569$358K0.1%+112.6%0.001%
10/16/2026Detalus Advisors LLC97,194$22.19M4.3%-2.7%0.046%
10/15/2026Walser Wealth Management Company A Ltd Liability Co1,074$245K0.1%+16.5%0.001%
10/15/2026Two West Capital Advisors LLC12,536$2.88M1.4%+9.2%0.006%
10/15/2026Financial & Tax Architects LLC24,596$5.62M1.2%N/A0.012%
10/15/2026First Merchants Corp90,386$20.63M0.7%+1.4%0.043%
10/15/2026AdvisorNet Financial Inc7,196$1.68M0.1%-2.2%0.003%
10/15/2026Saxony Capital Management LLC16,610$3.79M1.5%-31.9%0.008%
10/15/2026WealthPLAN Partners LLC15,769$3.60M0.7%-1.3%0.007%
10/15/2026RDA Financial Network922$210K0.0%N/A0.000%
10/15/2026LifeSteps Financial Inc.6,797$1.55M0.8%+348.4%0.003%
10/15/2026Turtle Creek Wealth Advisors LLC8,151$1.86M0.1%+2.2%0.004%
10/15/2026WealthPlan Investment Management LLC108,660$24.81M1.2%+3.6%0.051%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors200,049$45.67M2.2%+14.7%0.095%
10/15/2026Financial Life Advisors166,034$37.90M10.8%+1.9%0.078%
10/15/2026Orgel Wealth Management LLC8,860$2.02M0.0%+4.9%0.004%
10/15/2026ASL Financial LLC7,276$1.66M1.2%+58.7%0.003%
10/15/2026Mather Group LLC.38,488$8.79M0.1%-4.0%0.018%
10/15/2026West Wealth Group LLC259,301$59.19M6.3%+4.0%0.123%
10/15/2026Ironwood Wealth Management Inc.65,790$15.28M6.4%-0.3%0.031%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC342,504$78.19M1.0%-7.4%0.162%
10/15/2026Strategy Asset Managers LLC2,269$518K0.1%-8.1%0.001%
10/15/2026Family Office Research LLC1,241$283K0.1%-6.5%0.001%
10/14/2026Western Financial Corp CA1,064$243K0.1%-7.3%0.001%
10/14/2026Tempus Wealth Planning LLC14,998$3.42M0.7%+19.6%0.007%
10/14/2026RCS Financial Planning LLC3,922$895K0.5%-9.7%0.002%
10/14/2026Triumph Capital Management274$63K0.0%-55.9%0.000%
10/14/2026Nicollet Investment Management Inc.1,066$243K0.1%N/A0.001%
10/14/2026Thurston Springer Miller Herd & Titak Inc.150$34K0.1%-62.4%0.000%
10/14/2026First Citizens Bank & Trust Co.15,255$3.48M0.0%+1.6%0.007%
10/14/2026Focus Financial Network Inc.36,757$8.39M0.3%-0.5%0.017%
10/14/2026XY Planning Network Inc.18,382$4.20M0.5%+7.0%0.009%
10/14/2026Forte Asset Management LLC28,542$6.52M2.6%-0.3%0.013%
10/14/2026Signal Advisors Wealth LLC9,002$2.06M0.1%-4.1%0.004%
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10/14/2026BigSur Wealth Management LLC11,500$2.63M0.7%-68.1%0.005%
10/14/2026B. Riley Wealth Advisors Inc.27,629$6.31M0.2%+9.4%0.013%
10/14/2026Krilogy Financial LLC10,291$2.41M0.1%+52.0%0.005%
10/14/2026Trinity Wealth Management LLC1,097$250K0.1%+13.8%0.001%
10/13/2026Forvis Mazars Wealth Advisors LLC19,352$4.42M0.1%-1.6%0.009%
10/13/2026First County Bank CT1,543$352K0.2%-6.1%0.001%
10/13/2026Madson Wealth Advisors Inc1,410$322K0.2%-52.7%0.001%
10/13/2026Sax Wealth Advisors LLC41,206$9.41M0.3%+18.1%0.019%
10/13/2026NorthCrest Asset Manangement LLC8,721$2.03M0.0%+14.6%0.004%
10/13/2026Midwest Financial Network LLC3,282$749K0.5%+15.0%0.002%
10/10/2026Sacks & Associates LLC65,210$14.89M10.6%N/A0.031%
10/10/2026Adirondack Capital Advisors LLC36,546$8.34M4.3%+2.0%0.017%
10/10/2026RTD Financial Advisors Inc.73,850$16.86M1.8%-0.9%0.035%
10/10/2026Atlas Brown Inc.3,106$709K0.2%+6.2%0.001%
10/10/2026Castleview Partners LLC4,877$1.11M0.5%+34.4%0.002%
10/9/2026Sound Income Strategies LLC4,414$1.03M0.0%-48.5%0.002%
10/9/2026Balefire LLC27,711$6.33M1.0%+72.3%0.013%
10/9/2026David J Yvars Group1,342$306K0.1%+15.5%0.001%
10/9/2026Wedmont Private Capital6,359$1.48M0.0%+18.8%0.003%
10/9/2026WoodTrust Financial Corp1,140$260K0.0%-5.2%0.001%
10/9/2026McNaughton Wealth Management LLC60,879$13.90M4.9%+1.8%0.029%
10/9/2026Chapin Davis Inc.5,239$1.20M0.2%-1.5%0.002%
10/9/2026Prosperity Planning Inc.51,963$11.86M2.7%-1.7%0.025%
10/9/2026Market Street Wealth Management Advisors LLC12,237$2.79M0.4%-7.1%0.006%
10/9/2026Acropolis Investment Management LLC51,739$11.81M0.5%-0.8%0.024%
10/9/2026First Heartland Consultants Inc.26,432$6.03M0.4%-0.7%0.012%
10/9/2026GAMMA Investing LLC1,848$422K0.0%+20.2%0.001%
10/8/2026Farther Finance Advisors LLC144,325$32.95M0.2%-1.1%0.068%
10/8/2026Sapient Capital LLC31,193$7.12M0.1%-0.2%0.015%
10/8/2026CoreCap Advisors LLC107,532$24.55M0.7%+2.7%0.051%
10/8/2026Kure Advisory LLC1,570$358K0.2%-17.5%0.001%
10/8/2026Apeiron RIA LLC40,280$9.21M2.1%-4.2%0.019%
10/8/2026YHB Investment Advisors Inc.36,157$8.25M0.5%+0.4%0.017%
10/8/2026Apella Capital LLC30,013$6.93M0.1%+170.0%0.014%
10/8/2026Avidian Wealth Enterprises LLC32,166$7.34M0.2%-26.4%0.015%
10/8/2026Valeo Financial Advisors LLC14,945$3.41M0.1%-16.0%0.007%
10/8/2026Tactive Advisors LLC4,763$1.09M0.3%+3.5%0.002%
10/8/2026Peterson Wealth Advisors LLC1,476$337K0.0%-14.2%0.001%
10/8/2026Veery Capital LLC2,209$504K0.1%+3.8%0.001%
10/8/2026MJT & Associates Financial Advisory Group Inc.6,861$1.57M1.0%-1.0%0.003%
10/7/2026Venture Visionary Partners LLC5,550$1.27M0.0%-2.3%0.003%
10/7/2026KFA Private Wealth Group LLC3,439$785K0.2%-4.0%0.002%
10/7/2026Retirement Wealth Solutions LLC25,256$5.77M3.0%+4.1%0.012%
10/7/2026Cooper Financial Group5,075$1.16M0.1%-1.9%0.002%
10/7/2026Whitcomb & Hess Inc.7,381$1.69M0.4%+2.7%0.003%
10/7/2026Canandaigua National Bank & Trust Co.1,970$450K0.0%-8.0%0.001%
10/7/2026Cassilly Financial Group LLC9,876$2.26M1.5%+1.8%0.005%
10/7/2026Kwmg LLC138,289$31.57M2.3%+4.6%0.065%
10/7/2026SigFig Wealth Management LLC43,794$10.00M0.2%+2.3%0.021%
10/7/2026Asempa Wealth Advisors6,454$1.48M1.1%-4.3%0.003%
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10/5/2026Ferguson Wellman Capital Management Inc.1,736$396K0.0%-17.5%0.001%
10/5/2026Eastern Bank4,317$985K0.0%+18.8%0.002%
10/2/2026 CX Institutional215,726$49.25M1.3%+7.4%0.102%
10/1/2026 Burkett Financial Services LLC7,094$1.62M0.5%-6.0%0.003%
9/23/2026QRG Capital Management Inc.6,804$1.55M0.0%+92.5%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.1,728,446$392.46M1.7%-19.6%0.814%
9/23/2026Envestnet Asset Management Inc.23,349,327$5.30B0.8%-15.8%10.996%
9/9/2026Tortoise Investment Management LLC27,450$6.23M0.5%-1.4%0.013%
9/9/2026Tarbox Family Office Inc.4,788$1.09M0.2%-17.4%0.002%
9/9/2026Blue Edge Capital LLC76,736$17.42M2.1%+0.8%0.036%


IVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,794 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.30B), 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 1,549 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 25,642,791 shares in the last 24 months. This purchase volume represents approximately $5.42B in transactions.

Of the 707 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: Envestnet Asset Management Inc. ($4.38M), Laurel Wealth Advisors LLC ($1.21M), M&T Bank Corp ($883.78K), Envestnet Portfolio Solutions Inc. ($840.29K), Kovitz Investment Group Partners LLC ($714.59K), Miracle Mile Advisors LLC ($414.71K), and Goldman Sachs Group Inc. ($411.09K).

Institutional investors have sold a total of 13,046,082 shares in the last 24 months. This volume of shares sold represents approximately $2.84B 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 10/16/2026. New 13F filings are added each quarter as they're published.
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