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

iShares S&P 500 Value ETF logo
$238.37 +1.60 (+0.68%)
As of 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)
1040
Total
Institutional Inflows
(last 12 months)
$5.44B
Number of
Institutional Sellers
(last 12 months)
704
Total
Institutional Outflows
(last 12 months)
$1.78B
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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
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group105,567$23.98M2.4%-13.1%0.050%
8/27/2026 Corient Private Wealth LP155,184$35.24M0.0%+23.3%0.073%
8/27/2026 Tucker Asset Management LLC323$73K0.0%-21.6%0.000%
8/26/2026 Amundi59,900$13.60M0.0%+18.1%0.028%
8/26/2026 HighTower Advisors LLC670,326$152.20M0.1%+1.0%0.317%
8/25/2026 Advus Financial Partners LLC31,021$7.04M1.6%+9.6%0.015%
8/23/2026 Hyundai Investments Co. Ltd.2,478$563K0.6%+49.9%0.001%
8/23/2026 Mason & Associates LLC6,404$1.45M0.3%-0.7%0.003%
8/23/2026 Ameritas Advisory Services LLC23,853$5.42M0.1%+1,077.9%0.011%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.3,668$833K0.2%-2.1%0.002%
8/23/2026 Wedmont Private Capital5,352$1.23M0.0%-2.0%0.003%
8/23/2026 Kintra Wealth LLC3,436$818K0.0%+80.6%0.002%
8/23/2026 Morling Financial Advisors LLC457$104K0.0%N/A0.000%
8/23/2026 Endeavor Private Wealth Inc.51,933$11.79M2.9%-9.9%0.025%
8/23/2026 Operose Advisors LLC12,030$2.73M0.5%-4.2%0.006%
8/23/2026 HB Wealth Management LLC39,372$8.94M0.1%-14.0%0.019%
8/23/2026 Nvest Financial LLC52,578$11.94M3.8%+0.4%0.025%
8/23/2026 Hutchens & Kramer Investment Management Group LLC7,160$1.63M0.4%-16.0%0.003%
8/23/2026 Angeles Wealth Management LLC3,691$838K0.0%+68.5%0.002%
8/23/2026 Azimuth Capital Investment Management LLC6,257$1.42M0.0%+1.1%0.003%
8/22/2026 Advisory Solutions Group LLC2,230$506K0.2%N/A0.001%
8/22/2026 Compass Financial Management LLC1,355$309K0.0%N/A0.001%
8/22/2026 NI Acquisitions Company LLC1,046$238K0.1%N/A0.000%
8/22/2026 NBH Bank975$221K0.1%N/A0.000%
8/22/2026 MW Advisory LLC2,200$500K0.2%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC1,966$457K0.3%N/A0.001%
8/22/2026 Old Mission Investment Co LLC24,139$5.48M1.1%N/A0.011%
8/22/2026 Montgomery Financial Services LLC281$64K0.1%N/A0.000%
8/22/2026 TOP Private Wealth LLC.423$96K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC310$70K0.0%+118.3%0.000%
8/22/2026 Cassilly Financial Group LLC9,701$2.20M1.6%-13.1%0.005%
8/22/2026 Hopwood Nicholas Hunter24,417$5.54M1.5%N/A0.012%
8/22/2026 Blalock Williams LLC18,228$4.14M2.7%-15.6%0.009%
8/22/2026 MOR Wealth Management LLC942$214K0.1%N/A0.000%
8/22/2026 Elevation Wealth Management LLC2,244$510K0.4%-12.4%0.001%
8/22/2026 BAM Wealth Management LLC3,101$704K0.4%-15.9%0.001%
8/22/2026 SMART Wealth LLC10,087$2.29M0.5%+154.8%0.005%
8/22/2026 Retirement Wealth Solutions LLC24,269$5.51M3.0%-1.4%0.011%
8/22/2026 Rik Saylor Financial Inc.22,064$5.01M3.2%-0.6%0.010%
8/22/2026 LifePlan Investment Advisors Inc.16,913$3.84M1.3%-20.4%0.008%
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8/22/2026 NWF Advisory Services Inc.1,591$361K0.0%-3.6%0.001%
8/22/2026 TD Waterhouse Canada Inc.142,664$32.54M0.1%+5.0%0.068%
8/22/2026 Kickstand Ventures LLC.21,242$4.82M0.9%-4.4%0.010%
8/22/2026 Concurrent Investment Advisors LLC114,705$26.05M0.2%-3.6%0.054%
8/21/2026 Beacon Capital Management LLC54,222$12.31M1.8%+268.8%0.026%
8/21/2026 Rodgers & Associates LTD48,150$10.93M0.8%-0.3%0.023%
8/21/2026 Continuum Advisory LLC5,163$1.17M0.1%-2.9%0.002%
8/21/2026 MBA Advisors LLC4,206$955K0.3%-4.1%0.002%
8/21/2026 Beacon Financial Advisory LLC9,173$2.08M0.4%-5.9%0.004%
8/21/2026 Tsfg LLC10,074$2.29M0.3%+2.5%0.005%
8/21/2026 KFA Private Wealth Group LLC3,584$814K0.2%N/A0.002%
8/21/2026 Clarus Wealth Advisors24,583$5.63M2.0%+1.6%0.012%
8/21/2026 Chesapeake Wealth Management1,270$288K0.1%-3.3%0.001%
8/21/2026 Vanguard Capital Wealth Advisors1,100$250K0.2%N/A0.001%
8/21/2026 Acorn Wealth Advisors LLC1,061$241K0.1%-11.7%0.001%
8/21/2026 Triumph Capital Management621$141K0.0%-40.1%0.000%
8/21/2026 Financial Life Advisors162,970$37.00M10.5%-2.4%0.077%
8/20/2026 Nwam LLC14,562$3.31M0.2%+4.6%0.007%
8/20/2026 NorthLanding Financial Partners LLC11,716$2.66M2.2%+29.1%0.006%
8/20/2026 Renasant Bank3,134$712K0.5%-24.2%0.001%
8/20/2026 Rehmann Capital Advisory Group740,561$168.18M7.0%+3.3%0.350%
8/20/2026 Orgel Wealth Management LLC8,443$1.92M0.0%N/A0.004%
8/20/2026 Advocacy Wealth Management LLC424,530$96.39M1.5%-16.9%0.201%
8/20/2026 Oarsman Capital Inc.1,094$248K0.0%-5.6%0.001%
8/20/2026 Ancora Advisors LLC54,668$12.41M0.2%+12.7%0.026%
8/20/2026 Sigma Planning Corp96,026$21.80M0.5%-11.0%0.045%
8/20/2026 Two Sigma Securities LLC2,337$531K0.0%-8.7%0.001%
8/20/2026 GTS Securities LLC49,020$11.13M0.2%-27.2%0.023%
8/20/2026 Flputnam Investment Management Co.2,578$555K0.0%+10.7%0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.270,849$61.50M0.0%-1.7%0.128%
8/20/2026 Wedbush Securities Inc.6,776$1.54M0.0%-14.0%0.003%
8/20/2026 Spinnaker Trust2,477$562K0.0%-10.2%0.001%
8/20/2026 Greenleaf Trust154,507$35.08M0.3%-1.0%0.073%
8/20/2026 Mcmorgan & Co. LLC75,006$17.03M2.6%-4.0%0.035%
8/19/2026 Capital Advisors Inc. OK2,698$613K0.0%-33.7%0.001%
8/19/2026 Trustmark Bank Trust Department80,099$18.19M1.1%+0.2%0.038%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,259$3.69M0.0%-52.4%0.008%
8/19/2026 Ferguson Wellman Capital Management Inc.2,105$478K0.0%-2.0%0.001%
8/19/2026 Hsbc Holdings PLC3,000$681K0.0%+50.0%0.001%
8/17/2026 Blue Edge Capital LLC76,736$17.42M2.1%N/A0.036%
8/15/2026 First Bancorp Inc ME200$45K0.0%N/A0.000%
8/13/2026 Capital 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%
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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%


IVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,790 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 1,547 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 25,758,574 shares in the last 24 months. This purchase volume represents approximately $5.44B in transactions.

Of the 704 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 Northwestern Mutual Wealth Management Co. ($248.37K).

Institutional investors have sold a total of 8,413,223 shares in the last 24 months. This volume of shares sold represents approximately $1.78B 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 9/2/2026. New 13F filings are added each quarter as they're published.
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