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

iShares S&P 500 Value ETF logo
$231.36 +2.06 (+0.90%)
As of 07/24/2026 04:10 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)
1107
Total
Institutional Inflows
(last 12 months)
$6.72B
Number of
Institutional Sellers
(last 12 months)
767
Total
Institutional Outflows
(last 12 months)
$3.18B
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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
7/25/2026BridgePort Financial Solutions LLC10,730$2.44M0.6%-27.7%0.005%
7/25/2026WealthBridge Capital Management LLC11,797$2.68M0.5%-1.0%0.006%
7/25/2026Bogart Wealth LLC741$168K0.0%-15.1%0.000%
7/25/2026a16z Perennial Management L.P.19,804$4.50M0.4%N/A0.009%
7/25/2026Bartlett & CO. Wealth Management LLC22,921$5.20M0.1%-1.1%0.011%
7/25/2026CRA Financial Services LLC8,930$2.03M0.2%+1.6%0.004%
7/24/2026Avidian Wealth Enterprises LLC43,731$9.93M0.3%-5.6%0.021%
7/24/2026D.A. Davidson & CO.13,752$3.12M0.0%-10.4%0.007%
7/24/2026Stegner Investment Associates Inc.16,086$3.65M1.7%-1.1%0.008%
7/24/2026Gray Private Wealth LLC16,285$3.70M1.6%-1.8%0.008%
7/24/2026EverSource Wealth Advisors LLC5,038$1.14M0.0%-29.7%0.002%
7/24/2026Fairway Wealth LLC866$197K0.0%-36.4%0.000%
7/24/2026Taylor 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%
7/24/2026Crewe 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%
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%
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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%
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%
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Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

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%
7/9/2026 Pettinga Financial Advisors LLC121,132$27.50M4.4%-18.4%0.057%
7/9/2026 Yanni & Associates Investment Advisors LLC25,191$5.72M5.3%-1.6%0.012%
7/9/2026 Sax Wealth Advisors LLC34,897$7.37M0.3%-0.5%0.017%
7/9/2026 Ehrlich Financial Group11,433$2.60M1.3%-19.8%0.005%
7/9/2026 Strategic Point Investment Advisors LLC249,869$56.74M7.4%+2.0%0.119%


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. ($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.

Of the 1,565 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 ($1.57M), 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 32,326,366 shares in the last 24 months. This purchase volume represents approximately $6.71B in transactions.

Of the 760 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), Envestnet Portfolio Solutions Inc. ($420.15K), Miracle Mile Advisors LLC ($414.71K), and Goldman Sachs Group Inc. ($411.09K).

Institutional investors have sold a total of 15,618,101 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.


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This page (NYSEARCA:IVE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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