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

iShares S&P 500 Value ETF logo
$230.20 0.00 (0.00%)
As of 07/2/2026 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)
1147
Total
Institutional Inflows
(last 12 months)
$6.94B
Number of
Institutional Sellers
(last 12 months)
758
Total
Institutional Outflows
(last 12 months)
$3.16B
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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
7/2/2026 Burkett Financial Services LLC7,544$1.71M0.5%-4.3%0.004%
7/2/2026 Hilltop National Bank5,740$1.30M0.3%-9.0%0.003%
7/2/2026 CX Institutional200,775$45.59M1.3%-3.9%0.096%
7/1/2026 Eastern Bank3,634$825K0.0%-11.1%0.002%
6/26/2026WealthPoint Financial LLC23,121$4.88M3.8%+2.0%0.010%
6/24/2026Redwood Investment Management LLC24,940$5.27M0.7%+40.2%0.011%
6/23/2026Ballast Advisors LLC834$176K0.1%+87.0%0.000%
6/22/2026Sapient Capital LLC31,247$6.60M0.1%+0.8%0.014%
6/16/2026Steelhead Wealth Management LLC6,997$1.48M0.7%N/A0.003%
6/12/2026S&A Financial Services Inc.1,785$377K0.3%N/A0.001%
6/10/2026FAS Wealth Partners Inc.42,521$8.98M0.6%+1.8%0.019%
6/9/2026Rathbones Group PLC8,089$1.71M0.0%+11.3%0.004%
6/8/2026Pine Valley Investments Ltd Liability Co3,381$714K0.0%+3.0%0.002%
6/4/2026Town Capital LLC2,901$613K0.5%-76.5%0.001%
6/3/2026DBK Financial Counsel LLC6,154$1.30M1.0%-1.9%0.003%
6/3/2026Parallel Advisors LLC58,299$12.31M0.2%+1.0%0.026%
6/3/2026NewEdge Advisors LLC858,916$181.36M0.7%-6.2%0.389%
6/2/2026Blue Edge Capital LLC76,110$16.07M2.1%+3.0%0.034%
6/1/2026Flagship Wealth Advisors LLC9,433$1.84M0.8%-24.4%0.004%
6/1/2026Foguth Wealth Management LLC.2,229$508K0.1%+12.3%0.001%
6/1/2026Concorde Asset Management LLC13,624$2.88M1.4%-9.7%0.006%
6/1/2026Financial Solutions Advisory Group Inc.9,200$1.94M0.3%N/A0.004%
6/1/2026Integrated Investment Consultants LLC4,573$966K0.2%-1.8%0.002%
5/29/2026Mullaney Keating & Wright Inc.8,284$1.75M0.9%-4.4%0.004%
5/29/2026Asset Dedication LLC17,016$3.59M0.3%+16.0%0.008%
5/28/2026Maripau Wealth Management LLC8,768$1.85M0.8%-11.0%0.004%
5/27/2026Security Financial Services INC.133,708$28.23M4.5%-7.0%0.061%
5/26/2026Glenmede Trust Co. NA8,450$1.78M0.0%+2.8%0.004%
5/22/2026WNY Asset Management LLC2,844$601K0.1%N/A0.001%
5/22/2026Wellington Grp LLC1,170$247K0.1%+2,287.8%0.001%
5/22/2026Verus Capital Partners LLC28,264$5.97M0.4%-4.2%0.013%
5/21/2026Montchanin Asset Management LLC1,480$313K0.3%N/A0.001%
5/20/2026SOA Wealth Advisors LLC.5,436$1.15M0.1%-4.9%0.002%
5/20/2026TrueWealth Financial Partners1,156$244K0.1%N/A0.001%
5/19/2026Western Wealth Management LLC18,389$3.88M0.1%+12.8%0.008%
5/19/2026Bank of America Corp DE9,457,775$2.00B0.1%+2.0%4.283%
5/19/2026Edgestream Partners L.P.2,038$430K0.0%-22.0%0.001%
5/19/2026Chesapeake Wealth Management1,313$277K0.1%-3.8%0.001%
5/19/2026Centaurus Financial Inc.12,158$2.57M0.1%-24.8%0.006%
5/19/2026Strategic Investment Advisors MI483$102K0.0%N/A0.000%
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5/19/2026Ashton Thomas Securities LLC27,590$5.82M0.7%N/A0.012%
5/19/2026Arkadios Wealth Advisors79,315$16.75M0.3%+5.9%0.036%
5/18/2026Sunbelt Securities Inc.43,751$9.24M0.6%-9.2%0.020%
5/18/2026Amundi50,700$10.71M0.0%+0.2%0.023%
5/18/2026EverSource Wealth Advisors LLC7,169$1.51M0.0%+9.1%0.003%
5/18/2026Royal Bank of Canada1,396,602$294.89M0.1%+3.6%0.633%
5/18/2026Empowered Funds LLC1,754$370K0.0%-25.6%0.001%
5/16/2026The Manufacturers Life Insurance Company 439,034$92.70M0.1%N/A0.199%
5/16/2026Glen Eagle Advisors LLC19,280$4.07M0.6%-4.4%0.009%
5/16/2026Excelsior Advisor Network LLC5,655$1.19M0.5%+3.1%0.003%
5/16/2026Quantinno Capital Management LP48,569$10.26M0.0%+25.6%0.022%
5/16/2026Family Manage LLC616$130K0.0%-10.1%0.000%
5/15/2026Gateway Wealth Partners LLC98,088$20.71M0.8%+160.2%0.044%
5/15/2026Turim 21 Investimentos Ltda.929$196K0.1%-23.0%0.000%
5/15/2026Blue Chip Partners LLC1,407$297K0.0%-12.7%0.001%
5/15/2026Van Diest Capital LLC1,044$221K0.2%-23.8%0.000%
5/15/2026Matrix Private Capital Group LLC4,539$958K0.5%N/A0.002%
5/15/2026Waverly Advisors LLC217,708$45.97M0.3%+5.1%0.099%
5/15/2026Asset Management Group Inc.51,514$10.88M1.8%-0.1%0.023%
5/15/2026Wealth Alliance LLC149,006$31.46M3.1%-9.9%0.067%
5/14/2026Hilltop Holdings Inc.7,951$1.68M0.2%-24.9%0.004%
5/14/2026GC Wealth Management RIA LLC2,245$474K0.0%N/A0.001%
5/14/2026Compound Planning Inc.19,227$4.06M0.1%+169.7%0.009%
5/14/2026Klingman & Associates LLC2,813$594K0.0%+38.4%0.001%
5/14/2026Modern Wealth Management LLC286,370$60.56M1.0%+11.7%0.130%
5/14/2026Keebeck Wealth Management49,609$10.48M1.2%-7.2%0.022%
5/14/2026RMG Wealth Management LLC120$27K0.0%N/A0.000%
5/14/2026Bank of Nova Scotia8,873$1.87M0.0%+17.4%0.004%
5/14/2026Dickmeyer Boyce Financial Management Inc.1,181$249K0.1%N/A0.001%
5/14/2026Sei Investments Co.39,412$8.32M0.0%+0.3%0.018%
5/14/2026Ascension Capital Advisors Inc.1,027$217K0.1%N/A0.000%
5/14/2026Lido Advisors LLC1,944,079$410.49M1.3%+4.4%0.880%
5/14/2026B&D White Capital Company LLC11,691$2.47M0.3%-2.7%0.005%
5/13/2026Cetera Investment Advisers3,295,130$695.77M0.7%-3.4%1.492%
5/13/2026Measured Wealth Private Client Group LLC850$179K0.0%+20.1%0.000%
5/13/2026Signature Equity Partners LLC1,226$259K0.1%-12.2%0.001%
5/13/2026NewEdge Wealth LLC5,226$1.10M0.0%+2.6%0.002%
5/13/2026Alpha Financial Partners LLC1,262$266K0.2%N/A0.001%
5/13/2026First Citizens Bank & Trust Co.16,129$3.41M0.1%-26.5%0.007%
5/13/2026Alesco Advisors LLC An ESL Co66,079$13.95M0.4%-5.9%0.030%
5/13/2026First Trust Advisors LP23,423$4.95M0.0%-0.6%0.011%
5/12/2026Marin Bay Wealth Advisors LLC14,559$3.07M0.9%-0.7%0.007%
5/12/2026Insight Advisors LLC PA3,101$655K0.1%-69.4%0.001%
5/8/2026PNC Financial Services Group Inc.2,271,013$479.52M0.3%-3.1%1.029%
5/8/2026Glenview Trust Co9,516$2.01M0.0%+19.2%0.004%
5/8/2026Cassaday & Co Wealth Management LLC1,197,963$252.95M5.4%+3.8%0.543%
5/8/2026Rice Partnership LLC440$93K0.0%+17.3%0.000%
5/8/2026Johnson Financial Group Inc.2,225$470K0.0%-21.9%0.001%
5/8/2026Element Pointe Advisors LLC2,578$544K0.1%-5.9%0.001%
5/8/2026JSF Financial LLC5,176$1.09M0.2%-11.5%0.002%
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5/7/2026Legacy Wealth Managment LLC ID653$138K0.1%-8.3%0.000%
5/7/2026AlTi Global Inc.11,816$2.50M0.1%+3.2%0.005%
5/7/2026Earned Wealth Advisors LLC1,000$211K0.0%N/A0.000%
5/7/2026Commonwealth Financial Services LLC1,332$281K0.0%-90.2%0.001%
5/7/2026Hollencrest Capital Management931$196K0.0%-15.0%0.000%
5/7/2026Meeder Advisory Services Inc.3,016$637K0.0%+19.1%0.001%
5/7/2026Human Investing LLC957$202K0.0%-10.6%0.000%
5/7/2026Scarborough Advisors LLC91,539$19.33M2.1%N/A0.041%
5/7/2026Balefire LLC2,858$603K0.1%N/A0.001%
5/7/2026Parallel Advisors LLC58,299$12.31M0.2%+1.0%0.026%


IVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,792 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 1,564 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 ($1.59M), 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 33,524,347 shares in the last 24 months. This purchase volume represents approximately $6.94B in transactions.

Of the 758 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), 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 15,650,554 shares in the last 24 months. This volume of shares sold represents approximately $3.16B in transactions.


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This page (NYSEARCA:IVE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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