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NYSEARCA:IVE

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

$155.96
+0.45 (+0.29%)
(As of 02:37 PM ET)
Compare
Today's Range
$154.93
▼
$156.00
50-Day Range
$149.72
▼
$155.73
52-Week Range
$127.33
▼
$160.30
Volume
257,194 shs
Average Volume
797,146 shs
Market Capitalization
$25.12 billion
Assets Under Management
$24.41 billion
Dividend Yield
1.96%
Net Expense Ratio
0.18%
ProfileChartHeadlinesHoldingsOptions Chain

Institutional Ownership Changes (13F Filings) for iShares S&P 500 Value ETF (NYSEARCA:IVE)

Number of
Institutional Buyers
(last 12 months)
778
Total
Institutional Inflows
(last 12 months)
$22.39 B
Number of
Institutional Sellers
(last 12 months)
620
Total
Institutional Outflows
(last 12 months)
$2.77 B
Skip Chart & View Institutional Buying and Selling Data

IVE Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/5/2023EP Wealth Advisors LLC39,382$2.91M0.0%N/A0.024%
6/5/2023Level Four Advisory Services LLC28,069$4.26M0.3%+0.2%0.017%
6/1/2023Golden State Equity Partners2,752$0.42M0.2%N/A0.002%
6/1/2023Kennedy Investment Group8,504$1.29M0.8%-3.1%0.005%
5/25/2023Empower Advisory Group LLC2,490$0.38M0.0%N/A0.002%
5/23/2023Old North State Trust LLC455$0.28M0.2%-75.2%0.000%
5/22/2023Arete Wealth Advisors LLC5,365$0.81M0.1%N/A0.003%
5/22/2023Ameriprise Financial Inc.2,416,024$366.66M0.1%-2.3%1.500%
5/22/2023American Trust5,792$0.88M0.1%+1.8%0.004%
5/18/2023Guardian Wealth Advisors LLC64,382$9.77M2.7%+12.0%0.040%
5/18/2023GSB Wealth Management LLC10,709$1.63M0.5%-1.2%0.007%
5/18/2023Courier Capital LLC309,636$46.99M5.2%-0.4%0.192%
5/18/2023JPMorgan Chase & Co.18,379,067$2.79B0.3%-14.7%11.412%
5/18/2023Centaurus Financial Inc.10,372$1.57M0.1%+21.0%0.006%
5/17/2023B. Riley Wealth Advisors Inc.47,394$7.19M0.2%-34.2%0.029%
5/17/2023Advisory Services Network LLC34,182$5.19M0.1%-1.6%0.021%
5/17/2023Pacific Financial Group Inc.37,941$5.76M4.3%-0.5%0.024%
5/17/2023Rockefeller Capital Management L.P.229,928$34.89M0.2%+21.2%0.143%
5/17/2023Chevy Chase Trust Holdings LLC5,043$0.77M0.0%-8.2%0.003%
5/17/2023Financial Enhancement Group LLC39,813$5.98M1.2%-11.3%0.025%
5/17/2023Thrivent Financial for Lutherans112,862$17.05M0.0%-33.2%0.070%
5/17/2023Sunbelt Securities Inc.38,445$5.76M0.9%+12.8%0.024%
5/16/2023Mercer Global Advisors Inc. ADV105,620$16.03M0.1%-16.8%0.066%
5/16/2023Bbjs Financial Advisors LLC53,680$8.15M3.3%+18.1%0.033%
5/16/2023Anson Capital Inc.27,980$4.25M6.9%-26.8%0.017%
5/16/2023National Wealth Management Group LLC1,587$0.24M0.3%N/A0.001%
5/16/2023Blue Edge Capital LLC34,507$5.24M1.1%+430.5%0.021%
5/16/2023Carolinas Wealth Consulting LLC7,492$1.14M0.2%+9.4%0.005%
5/16/2023Total Investment Management Inc.7,658$1.16M0.2%+3.0%0.005%
5/16/2023Ancora Advisors LLC3,382$0.51M0.0%+65.5%0.002%
5/16/2023Wick Capital Partners LLC3,145$0.48M0.3%-46.7%0.002%
5/16/2023Vertex Planning Partners LLC1,361$0.21M0.1%-23.4%0.001%
5/16/2023Hancock Whitney Corp38,225$5.80M0.2%-51.0%0.024%
5/16/2023PCA Investment Advisory Services Inc.2,497$0.38M0.3%N/A0.002%
5/16/2023Fort Pitt Capital Group LLC1,322$0.20M0.0%-10.2%0.001%
5/16/2023SRS Capital Advisors Inc.11,220$1.70M0.2%-13.9%0.007%
5/16/2023Atlas Capital Advisors LLC1,186$0.18M0.0%N/A0.001%
5/16/2023Colony Group LLC104,663$15.88M0.2%-1.3%0.065%
5/16/2023Apollon Wealth Management LLC21,806$3.31M0.2%-0.6%0.014%
5/16/2023Chevy Chase Trust Holdings LLC4,690$0.71M0.1%-14.6%0.003%
5/16/2023Jane Street Group LLC29,067$4.41M0.0%N/A0.018%
5/16/2023Spotlight Asset Group Inc.33,175$4.52M4.5%N/A0.021%
5/16/2023Silvercrest Asset Management Group LLC7,930$1.20M0.0%-12.1%0.005%
5/16/2023Snowden Capital Advisors LLC7,743$1.18M0.0%+73.8%0.005%
5/16/2023Squarepoint Ops LLC68,331$10.37M0.0%N/A0.042%
5/16/2023Steward Partners Investment Advisory LLC16,789$2.55M0.0%-0.6%0.010%
5/16/2023Strategic Investment Solutions Inc. IL477$72K0.0%N/A0.000%
5/16/2023First Trust Advisors LP25,892$3.93M0.0%-13.6%0.016%
5/16/2023Falcon Wealth Planning14,261$2.16M0.5%-3.4%0.009%
5/16/2023First Horizon Advisors Inc.23,126$3.51M0.1%-4.7%0.014%
5/16/2023GSB Wealth Management LLC10,709$1.63M0.6%-1.2%0.007%
5/16/2023Gallagher Fiduciary Advisors LLC4,274$0.65M0.1%N/A0.003%
5/16/2023Graves Light Lenhart Wealth Inc.22,831$3.47M0.5%-37.7%0.014%
5/16/2023Harbour Investments Inc.23,080$3.50M0.2%+1.5%0.014%
5/16/2023HBK Sorce Advisory LLC13,128$2.99M0.0%-7.3%0.008%
5/16/2023Avitas Wealth Management LLC93,777$14.23M2.8%-34.1%0.058%
5/16/2023Azimuth Capital Investment Management LLC5,892$0.89M0.0%-13.4%0.004%
5/16/2023Belpointe Asset Management LLC26,860$4.08M0.2%-2.8%0.017%
5/16/2023Betterment LLC498,897$75.71M0.2%-1.8%0.310%
5/15/2023SCS Capital Management LLC29,014$4.40M0.1%-4.9%0.018%
5/15/2023Lido Advisors LLC877,314$0.13M0.0%+5.0%0.545%
5/15/2023Moneta Group Investment Advisors LLC178,558$27.10M0.7%+51.1%0.111%
5/15/2023Partners Capital Investment Group LLP13,212$2.01M0.1%-19.0%0.008%
5/15/2023Certified Advisory Corp5,528$0.84M0.1%+1.2%0.003%
5/15/2023Fiduciary Trust Co.4,785$0.73M0.0%-4.0%0.003%
5/15/2023Retirement Investment Advisors Inc.4,304$0.40M0.1%N/A0.003%
5/15/2023Ambassador Advisors LLC1,861$0.28M0.1%+49.1%0.001%
5/15/2023IHT Wealth Management LLC8,996$1.37M0.1%+3.0%0.006%
5/15/2023Punch & Associates Investment Management Inc.48,167$7.31M0.5%-2.7%0.030%
5/15/2023Pensionmark Financial Group LLC3,029$0.46M0.1%-98.0%0.002%
5/15/2023Peapack Gladstone Financial Corp103,183$15.66M0.3%-3.2%0.064%
5/15/2023Frank Rimerman Advisors LLC269,955$40.97M11.3%N/A0.168%
5/15/2023PGIM Custom Harvest LLC1,789$0.27M0.0%N/A0.001%
5/15/2023Nations Financial Group Inc. IA ADV19,316$2.93M0.3%-0.8%0.012%
5/15/2023Washington Trust Bank1,700$0.26M0.0%-49.5%0.001%
5/15/2023Two Sigma Securities LLC4,345$0.66M0.0%N/A0.003%
5/15/2023Equitable Holdings Inc.335,559$50.92M0.8%-4.4%0.208%
5/15/2023Manhattan West Asset Management LLC3,015$0.46M0.2%N/A0.002%
5/15/2023Cetera Investment Advisers172,284$26.15M0.2%-0.5%0.107%
5/15/2023Stephens Inc. AR12,057$1.83M0.0%-6.3%0.007%
5/15/2023Evermay Wealth Management LLC1,372$0.21M0.0%+28.5%0.001%
5/15/2023Matrix Private Capital Group LLC4,079$0.62M0.4%-8.8%0.003%
5/15/2023Asset Management Group Inc.53,121$8.06M1.8%+0.4%0.033%
5/15/2023First Commonwealth Financial Corp PA22,143$3.36M1.2%+164.0%0.014%
5/15/2023Flow Traders U.S. LLC18,586$2.82M0.1%N/A0.012%
5/15/2023Gladstone Institutional Advisory LLC86,627$13.15M0.9%-9.7%0.054%
5/15/2023Relative Value Partners Group LLC240,577$36.51M2.5%-8.1%0.149%
5/15/2023Benchmark Investment Advisors LLC16,232$2.46M2.5%-5.4%0.010%
5/15/2023Edgar Lomax Co. VA20,363$3.09M0.2%-35.1%0.013%
5/12/2023Veritable L.P.124,120$18.84M0.3%-1.1%0.077%
5/12/2023Koss Olinger Consulting LLC265,718$40.33M5.0%+8.7%0.165%
5/12/2023Prospera Financial Services Inc20,494$3.11M0.1%-4.8%0.013%
5/12/2023Callan Family Office LLC77,333$11.74M2.8%+0.4%0.048%
5/12/2023SVB Wealth LLC9,058$1.38M0.0%-25.3%0.006%
5/12/2023Wetherby Asset Management Inc.68,684$10.42M0.6%-4.5%0.043%
5/12/2023Cresset Asset Management LLC32,060$4.87M0.1%+3.0%0.020%
5/12/2023Trail Ridge Investment Advisors LLC23,836$3.62M2.4%-6.3%0.015%
5/12/2023Astoria Strategic Wealth Inc.46,367$7.04M2.7%+8.5%0.029%
5/12/2023Smith Moore & CO.129,490$19.65M2.7%-1.6%0.080%
5/12/2023Stifel Financial Corp2,207,615$335.03M0.5%-10.8%1.371%
(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, 1,238 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($2.79B), Morgan Stanley ($1.69B), Wells Fargo & Company MN ($1.26B), Graham Capital Wealth Management LLC ($1.09B), Bank of America Corp DE ($1.06B), Envestnet Asset Management Inc. ($591.13M), and UBS Group AG ($562.22M).Learn more on IVE's institutional investors.

Which institutional investors have been buying iShares S&P 500 Value ETF stock?

Of the 1,088 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: Moneta Group Investment Advisors LLC ($135.95M), JPMorgan Chase & Co. ($5.36M), Wells Fargo & Company MN ($1.76M), Envestnet Asset Management Inc. ($1.57M), Bank of America Corp DE ($0.91M), Lido Advisors LLC ($0.82M), and Cliftonlarsonallen Wealth Advisors LLC ($0.72M).

How much institutional buying is happening at iShares S&P 500 Value ETF?

Institutional investors have bought a total of 175,657,463 shares in the last 24 months. This purchase volume represents approximately $25.58B in transactions.

Which iShares S&P 500 Value ETF major shareholders have been selling company stock?

Of the 798 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. ($5.66M), Sierra Capital LLC ($3.10M), Envestnet Asset Management Inc. ($2.62M), Varma Mutual Pension Insurance Co ($1.45M), BlackRock Inc. ($1.02M), Cambridge Investment Research Advisors Inc. ($0.80M), and Cliftonlarsonallen Wealth Advisors LLC ($0.75M).

How much institutional selling is happening at iShares S&P 500 Value ETF?

Institutional investors have sold a total of 33,474,517 shares in the last 24 months. This volume of shares sold represents approximately $4.88B in transactions.


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This page (NYSEARCA:IVE) was last updated on 6/8/2023 by MarketBeat.com Staff

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