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

$198.39

+2.10 (+1.07%)

(As of 11:09 AM ET)

Number of Institutional Buyers (last 12 months): 770
Total Institutional Inflows (last 12 months): $4.20B

Number of Institutional Sellers (last 12 months): 621
Total Institutional Outflows (last 12 months): $1.81B

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IVE Institutional Buying and Selling by Quarter

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Bill Gates’s Next Big AI Bet: Stargate

In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then.

I believe we are about to do it again with this new AI project called Stargate

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/11/2024	Compagnie Lombard Odier SCmA	1,683	$332K	0.0%	N/A	0.001%
10/10/2024	Sound Income Strategies LLC	3,483	$687K	0.0%	-82.0%	0.002%
10/10/2024	Koshinski Asset Management Inc.	6,788	$1.34M	0.1%	-11.9%	0.004%
10/10/2024	Professional Financial Advisors LLC	5,239	$1.03M	0.3%	+4.4%	0.003%
10/10/2024	Concourse Financial Group Securities Inc.	53,260	$10.50M	0.6%	+7.0%	0.030%
10/10/2024	Annex Advisory Services LLC	1,413	$279K	0.0%	N/A	0.001%
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10/10/2024	Brown Miller Wealth Management LLC	1,231	$242K	0.1%	-46.8%	0.001%
10/10/2024	CRA Financial Services LLC	5,693	$1.12M	0.2%	+14.9%	0.003%
10/10/2024	Ritholtz Wealth Management	3,116	$614K	0.0%	-1.7%	0.002%
10/10/2024	Total Wealth Planning LLC	10,278	$2.03M	0.3%	-4.3%	0.006%
10/10/2024	Priebe Wealth Holdings LLC	3,209	$633K	0.5%	-8.5%	0.002%
10/10/2024	FARMERS & MERCHANTS TRUST Co OF LONG BEACH	4,679	$923K	0.2%	-82.9%	0.003%
10/10/2024	Lion Street Advisors LLC	2,407	$475K	0.2%	+15.0%	0.001%
10/10/2024	Valeo Financial Advisors LLC	17,097	$3.37M	0.1%	-3.5%	0.010%
10/10/2024	Simplicity Wealth LLC	14,830	$2.92M	0.3%	-39.4%	0.008%
10/9/2024	LongView Wealth Management	2,090	$412K	0.1%	-5.0%	0.001%
10/9/2024	Hilltop Wealth Advisors LLC	24,989	$4.93M	2.3%	-1.3%	0.014%
10/9/2024	Nvest Financial LLC	38,934	$7.68M	4.4%	-1.0%	0.022%
10/9/2024	West Coast Financial LLC	16,379	$3.23M	0.4%	-1.7%	0.009%
10/9/2024	Castle Rock Wealth Management LLC	11,471	$2.25M	0.5%	N/A	0.006%
10/9/2024	Hudson Capital Management LLC	23,999	$4.73M	1.5%	+9.4%	0.013%
10/9/2024	Christopher J. Hasenberg Inc	24,730	$4.84M	2.0%	+16.4%	0.014%
10/9/2024	Watts Gwilliam & Co. LLC	82,667	$16.17M	3.5%	N/A	0.046%
10/9/2024	Pinnacle Bancorp Inc.	22,583	$4.45M	1.2%	-2.4%	0.013%
10/9/2024	Quotient Wealth Partners LLC	24,615	$4.85M	0.2%	+4.7%	0.014%
10/9/2024	UMB Bank n.a.	70,798	$13.96M	0.2%	-7.4%	0.040%
10/9/2024	Cypress Wealth Services LLC	40,115	$7.91M	1.6%	+1.0%	0.022%
10/9/2024	Kelly Financial Services LLC	31,960	$6.30M	2.3%	+1.9%	0.018%
10/9/2024	Clarus Wealth Advisors	18,312	$3.58M	1.8%	+0.6%	0.010%
10/9/2024	Sanibel Captiva Trust Company Inc.	19,464	$3.84M	0.1%	+7.4%	0.011%
10/8/2024	CWM LLC	1,451,914	$286.27M	1.2%	-0.9%	0.810%
10/8/2024	O Connor Financial Group LLC	25,928	$5.11M	2.7%	-4.4%	0.014%
10/8/2024	Daymark Wealth Partners LLC	36,310	$7.16M	0.2%	-0.2%	0.020%
10/8/2024	Royal Fund Management LLC	6,330	$1.25M	0.1%	-65.2%	0.004%
10/8/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	72,091	$14.21M	1.2%	+12.5%	0.040%
10/8/2024	Sovereign Financial Group Inc.	6,254	$1.23M	0.3%	-1.3%	0.003%
10/8/2024	Hoxton Planning & Management LLC	16,822	$3.32M	1.3%	+11.8%	0.009%
10/8/2024	Cape ANN Savings Bank	1,226	$242K	0.1%	N/A	0.001%
10/8/2024	Brookstone Capital Management	72,941	$14.38M	0.2%	+4.3%	0.041%
10/8/2024	Stordahl Capital Management Inc.	20,078	$3.95M	0.9%	+9.0%	0.011%
Bill Gates’s Next Big AI Bet: Stargate (Ad) In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then. I believe we are about to do it again with this new AI project called Stargate
10/8/2024	Atomi Financial Group Inc.	1,803	$356K	0.0%	-4.9%	0.001%
10/8/2024	Park Place Capital Corp	22,025	$4.34M	1.2%	-1.9%	0.012%
10/8/2024	ETF Portfolio Partners Inc.	108,559	$21.41M	6.3%	+0.6%	0.061%
10/8/2024	Dynamic Advisor Solutions LLC	6,824	$1.35M	0.0%	-8.4%	0.004%
10/8/2024	Strategies Wealth Advisors LLC	13,206	$2.60M	0.3%	-3.0%	0.007%
10/8/2024	Financial Synergies Wealth Advisors Inc.	28,549	$5.63M	0.7%	+0.6%	0.016%
10/8/2024	Blue Zone Wealth Advisors LLC	2,377	$469K	0.1%	+5.8%	0.001%
10/8/2024	Axiom Advisory LLC	3,392	$646K	0.0%	+1.8%	0.002%
10/8/2024	Callan Family Office LLC	91,406	$18.02M	3.0%	+11.7%	0.051%
10/8/2024	Mather Group LLC.	8,326	$1.64M	0.0%	+31.6%	0.005%
10/8/2024	Ironwood Wealth Management Inc.	70,711	$13.91M	6.8%	-1.1%	0.039%
10/7/2024	Bank of New Hampshire	2,025	$399K	0.1%	-6.9%	0.001%
10/7/2024	Camelot Technology Advisors Inc.	3,165	$624K	0.6%	-8.7%	0.002%
10/7/2024	Prosperity Planning Inc.	72,854	$14.37M	4.6%	-10.5%	0.041%
10/7/2024	Fulton Bank N.A.	1,098	$216K	0.0%	N/A	0.001%
10/7/2024	Platte River Wealth Advisors LLC	190,108	$37.48M	10.1%	+2.3%	0.106%
10/7/2024	Founders Capital Management	607	$120K	0.1%	-48.2%	0.000%
10/7/2024	Kwmg LLC	111,877	$22.06M	2.2%	-0.5%	0.062%
10/7/2024	Miracle Mile Advisors LLC	656,214	$129.39M	3.0%	+0.7%	0.366%
10/7/2024	Smith Anglin Financial LLC	56,183	$11.08M	1.1%	-74.2%	0.031%
10/7/2024	Lpwm LLC	277,279	$54.17M	17.7%	+2.3%	0.155%
10/7/2024	Lakeridge Wealth Management LLC	6,338	$1.25M	0.7%	+1.7%	0.004%
10/7/2024	Everpar Advisors LLC	1,555	$307K	0.2%	+7.2%	0.001%
10/7/2024	Diversified Trust Co	2,175	$429K	0.0%	-32.3%	0.001%
10/7/2024	Ehrlich Financial Group	37,453	$7.39M	5.3%	-14.2%	0.021%
10/7/2024	WealthBridge Capital Management LLC	12,862	$2.54M	0.7%	-0.9%	0.007%
10/5/2024	Halpern Financial Inc.	254,034	$49.87M	12.8%	-2.7%	0.142%
10/5/2024	Inspirion Wealth Advisors LLC	4,257	$839K	0.1%	-9.0%	0.002%
10/5/2024	Harbor Investment Advisory LLC	19,979	$3.94M	0.4%	-9.9%	0.011%
10/4/2024	Ausdal Financial Partners Inc.	46,203	$9.11M	0.9%	+81.0%	0.026%
10/3/2024	Park Avenue Securities LLC	895,916	$176.65M	2.0%	-2.3%	0.500%
10/3/2024	Canandaigua National Bank & Trust Co.	2,407	$475K	0.0%	N/A	0.001%
10/3/2024	Unique Wealth LLC	1,743	$344K	0.1%	N/A	0.001%
10/2/2024	DBK Financial Counsel LLC	2,722	$537K	0.5%	-2.2%	0.002%
10/2/2024	Whitcomb & Hess Inc.	6,023	$1.19M	0.4%	+1.0%	0.003%
10/2/2024	Praetorian Wealth Management Inc.	332,981	$65.65M	16.3%	+0.3%	0.186%
10/2/2024	Dentgroup LLC	4,087	$806K	0.6%	-82.4%	0.002%
10/1/2024	BancFirst Trust & Investment Management	1,050	$206K	0.1%	-36.7%	0.001%
9/26/2024	Alternative Investment Advisors LLC.	55,500	$10.10M	5.8%	N/A	0.031%
9/26/2024	Paragon Capital Management Inc.	9,614	$1.75M	1.3%	-3.2%	0.005%
9/23/2024	Centaurus Financial Inc.	3,171	$577K	0.0%	-34.6%	0.002%
9/5/2024	Sanctuary Advisors LLC	458,257	$82.56M	0.6%	N/A	0.256%
8/30/2024	Strategic Investment Solutions Inc. IL	477	$91K	0.0%	N/A	0.000%
8/28/2024	Kestra Investment Management LLC	94,629	$17.22M	1.2%	N/A	0.053%
8/27/2024	New Century Financial Group LLC	2,181	$397K	0.2%	N/A	0.001%
8/22/2024	Cetera Investment Advisers	1,405,171	$255.76M	0.6%	-0.4%	0.784%
8/21/2024	Truist Financial Corp	429,478	$78.17M	0.1%	+5.4%	0.240%
8/19/2024	EP Wealth Advisors LLC	38,668	$7.04M	0.1%	-4.4%	0.022%
8/19/2024	B. Riley Wealth Advisors Inc.	66,884	$12.17M	0.3%	+47.5%	0.037%
8/16/2024	Gateway Wealth Partners LLC	9,599	$1.75M	0.5%	+11.0%	0.005%
Bill Gates’s Next Big AI Bet: Stargate (Ad) In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then. I believe we are about to do it again with this new AI project called Stargate
8/16/2024	Newport Capital Group LLC	5,659	$1.03M	0.8%	N/A	0.003%
8/16/2024	High Falls Advisors Inc	74,353	$13.53M	3.3%	+3.1%	0.042%
8/16/2024	Regal Investment Advisors LLC	28,000	$5.10M	0.3%	+3.7%	0.016%
8/16/2024	Invst LLC	86,106	$15.59M	1.7%	+20.6%	0.048%
8/16/2024	Sunbelt Securities Inc.	38,990	$7.10M	0.7%	+3.7%	0.022%
8/16/2024	Northwestern Mutual Wealth Management Co.	283,305	$51.57M	0.1%	-2.3%	0.158%
8/16/2024	NewEdge Advisors LLC	304,801	$55.48M	0.4%	+21.8%	0.170%
8/16/2024	Silver Lake Advisory LLC	11,569	$2.11M	0.3%	N/A	0.006%
8/16/2024	Creative Planning	115,514	$21.03M	0.0%	-2.3%	0.064%
8/16/2024	Ascent Group LLC	37,586	$6.84M	0.6%	+28.4%	0.021%

(Data available from 1/1/2016 forward)

IVE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVE shares?: During the previous two years, 1,371 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.32B), Envestnet Asset Management Inc. ($2.25B), Morgan Stanley ($1.73B), Wells Fargo & Company MN ($1.32B), Graham Capital Wealth Management LLC ($1.09B), Bank of America Corp DE ($1.06B), and LPL Financial LLC ($775.11M).Learn more on IVE's institutional investors.
Which institutional investors have been buying iShares S&P 500 Value ETF stock?: Of the 1,145 institutional investors that purchased iShares S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.29M), Envestnet Portfolio Solutions Inc. ($1.42M), Cetera Investment Advisers ($1.35M), The Manufacturers Life Insurance Company ($1.26M), International Assets Investment Management LLC ($1.11M), CWM LLC ($1.06M), and Envestnet Asset Management Inc. ($1.02M).
How much institutional buying is happening at iShares S&P 500 Value ETF?: Institutional investors have bought a total of 38,785,479 shares in the last 24 months. This purchase volume represents approximately $6.43B in transactions.

Which iShares S&P 500 Value ETF major shareholders have been selling company stock?: Of the 869 institutional investors that sold iShares S&P 500 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($4.65M), Sierra Capital LLC ($4.16M), Envestnet Asset Management Inc. ($2.06M), M&T Bank Corp ($622.35K), Barber Financial Group Inc. ($530.04K), Cambridge Investment Research Advisors Inc. ($481.38K), and Lido Advisors LLC ($392.45K).
How much institutional selling is happening at iShares S&P 500 Value ETF?: Institutional investors have sold a total of 25,900,615 shares in the last 24 months. This volume of shares sold represents approximately $4.12B in transactions.