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

iShares S&P 500 Value ETF logo
$186.32 -1.08 (-0.58%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$186.20 -0.13 (-0.07%)
As of 05/23/2025 05:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1063
Total
Institutional Inflows
(last 12 months)
$6.35B
Number of
Institutional Sellers
(last 12 months)
725
Total
Institutional Outflows
(last 12 months)
$2.76B
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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
5/22/2025 Kilter Group LLC57,257$10.91M7.1%+47.0%0.029%
5/21/2025 Geneos Wealth Management Inc.42,556$8.11M0.3%-0.1%0.021%
5/20/2025 Belpointe Asset Management LLC17,269$3.29M0.2%-7.5%0.009%
5/20/2025 Focus Partners Wealth413,144$78.74M0.2%+0.1%0.207%
5/20/2025 Flaharty Asset Management LLC174$33K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.118,187$22.52M0.9%+71.2%0.059%
5/20/2025 Glenview Trust co8,424$1.61M0.0%-8.3%0.004%
5/19/2025 SCS Capital Management LLC36,593$6.97M0.1%+53.6%0.018%
5/16/2025 Semmax Financial Advisors Inc.4,887$906K0.2%+37.5%0.002%
5/16/2025 Ascent Group LLC290,047$55.28M2.4%+585.6%0.146%
5/16/2025 Arete Wealth Advisors LLC6,262$1.19M0.1%+48.3%0.003%
5/16/2025 Great Lakes Advisors LLC454$83K0.0%+6,385.7%0.000%
5/16/2025 Ashton Thomas Private Wealth LLC36,762$7.01M0.3%+6.4%0.018%
5/16/2025 Goldman Sachs Group Inc.2,590,004$493.60M0.1%+4.2%1.300%
5/16/2025 Kestra Investment Management LLC75,934$14.47M0.5%-46.5%0.038%
5/16/2025 Cape Investment Advisory Inc.1,834$350K0.1%+56.0%0.001%
5/16/2025 Jones Financial Companies Lllp330,653$63.02M0.1%+25.0%0.166%
5/16/2025 Coordinated Financial Services Inc. CO2,360$450K0.3%N/A0.001%
5/16/2025 Pinnacle Family Advisors LLC17,131$3.27M1.8%+2.6%0.009%
5/16/2025 NewEdge Advisors LLC733,872$139.86M0.8%+51.9%0.368%
5/16/2025 Integrated Wealth Concepts LLC136,999$26.11M0.3%+34.2%0.069%
5/16/2025 Hancock Whitney Corp22,526$4.29M0.1%-37.1%0.011%
5/16/2025 Edmond DE Rothschild Holding S.A.44,554$8.49M0.1%+3.1%0.022%
5/16/2025 Concorde Asset Management LLC10,854$1.97M1.1%+8.7%0.005%
5/16/2025 Copperleaf Capital LLC17,374$3.31M2.0%+49.0%0.009%
5/16/2025 AQR Capital Management LLC37,914$7.23M0.0%-31.4%0.019%
5/16/2025 Amundi41,400$7.59M0.0%+15.0%0.021%
5/16/2025 Ancora Advisors LLC31,719$6.05M0.1%+465.7%0.016%
5/16/2025 Aprio Wealth Management LLC5,147$981K0.1%+4.1%0.003%
5/15/2025 Family Office Research LLC1,596$304K0.1%-15.1%0.001%
5/15/2025 Federation des caisses Desjardins du Quebec36,274$6.91M0.0%-47.2%0.018%
5/15/2025 Focus Partners Advisor Solutions LLC15,227$2.90M0.0%+1.4%0.008%
5/15/2025 One Wealth Capital Management LLC27,115$5.17M2.8%+78.0%0.014%
5/15/2025 Flputnam Investment Management Co.2,210$421K0.0%-3.0%0.001%
5/15/2025 Royal Bank of Canada1,252,572$238.72M0.0%+2.5%0.628%
5/15/2025 Betterment LLC401,919$76.60M0.2%-3.4%0.202%
5/15/2025 MAI Capital Management985,720$187.86M1.4%-3.6%0.495%
5/15/2025 Connecticut Wealth Management LLC4,705$897K0.0%-12.9%0.002%
5/15/2025 Benchmark Investment Advisors LLC4,114$784K0.5%-4.0%0.002%
5/15/2025 Baird Financial Group Inc.298,694$56.93M0.1%-11.6%0.150%
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5/15/2025 Pinnacle Wealth Planning Services Inc.2,819$537K0.1%-61.8%0.001%
5/15/2025 Tortoise Investment Management LLC31,629$6.03M0.6%-0.2%0.016%
5/15/2025 Graney & King LLC316$60K0.0%+22.5%0.000%
5/15/2025 Oarsman Capital Inc.1,992$380K0.1%-29.9%0.001%
5/15/2025 Clarity Asset Management Inc.625$119K0.1%-86.2%0.000%
5/14/2025 Wealth Preservation Advisors LLC672$128K0.1%N/A0.000%
5/14/2025 Delta Investment Management LLC1,559$297K0.1%+9.3%0.001%
5/14/2025 Triad Wealth Partners LLC70,867$13.51M4.2%+45.4%0.036%
5/14/2025 CreativeOne Wealth LLC179,780$34.26M1.0%+51.9%0.090%
5/14/2025 Ieq Capital LLC79,400$15.13M0.1%-20.5%0.040%
5/14/2025 Quadcap Wealth Management LLC4,037$769K0.1%-6.0%0.002%
5/14/2025 Redwood Investment Management LLC8,072$1.54M0.2%+6.4%0.004%
5/14/2025 Per Stirling Capital Management LLC.153,830$29.32M4.2%+4.5%0.077%
5/14/2025 Nicolet Bankshares Inc.32,054$6.11M1.2%+0.3%0.016%
5/14/2025 PKS Advisory Services LLC13,121$2.50M0.7%-21.0%0.007%
5/14/2025 WCG Wealth Advisors LLC37,219$7.09M0.5%+39.0%0.019%
5/14/2025 South Plains Financial Inc.5,962$1.14M0.9%+2.6%0.003%
5/14/2025 Bank of Hawaii13,060$2.49M0.1%-5.6%0.007%
5/14/2025 Corebridge Financial Inc.53,000$10.10M0.1%-43.2%0.027%
5/14/2025 Talisman Wealth Advisors LLC1,751$334K0.3%+64.4%0.001%
5/14/2025 Comerica Bank370,893$70.69M0.3%+0.3%0.186%
5/14/2025 Freedom Investment Management Inc.3,725$710K0.1%N/A0.002%
5/14/2025 Synovus Financial Corp10,225$1.95M0.0%-8.0%0.005%
5/14/2025 Smartleaf Asset Management LLC4,545$858K0.1%+7.4%0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.271,408$51.73M0.0%-1.3%0.136%
5/14/2025 Sax Wealth Advisors LLC28,958$5.52M0.4%+1.7%0.015%
5/14/2025 Leslie Global Wealth LLC12,203$2.33M1.1%-1.9%0.006%
5/14/2025 Allstate Corp20,138$3.84M0.1%-21.4%0.010%
5/14/2025 Kestra Advisory Services LLC405,618$77.30M0.4%+0.9%0.204%
5/14/2025 Wescott Financial Advisory Group LLC34,472$6.57M0.7%+3.8%0.017%
5/14/2025 Compound Planning Inc.10,771$2.05M0.1%+16.6%0.005%
5/14/2025 Barnes Wealth Management Group Inc20,107$3.83M2.5%+34.1%0.010%
5/14/2025 Ameriprise Financial Inc.2,546,232$485.36M0.1%+3.7%1.278%
5/14/2025 Guidance Point Advisors LLC61,793$11.78M3.4%+0.8%0.031%
5/14/2025 CW Advisors LLC5,542$1.06M0.0%N/A0.003%
5/14/2025 Summit Financial LLC4,919$937K0.0%-26.7%0.002%
5/14/2025 United Asset Strategies Inc.40,232$7.67M0.7%-0.4%0.020%
5/14/2025 Flow Traders U.S. LLC40,529$7.72M0.3%N/A0.020%
5/14/2025 Tiemann Investment Advisors LLC7,777$1.48M0.7%-0.8%0.004%
5/14/2025 Partners Capital Investment Group LLP27,446$5.23M0.1%+100.8%0.014%
5/14/2025 PGIM Custom Harvest LLC14,445$2.75M0.1%-0.9%0.007%
5/14/2025 Dorsey & Whitney Trust CO LLC19,371$3.69M0.2%-25.2%0.010%
5/14/2025 GM Advisory Group LLC2,030$387K0.0%+34.1%0.001%
5/14/2025 GDS Wealth Management2,342$446K0.0%+13.7%0.001%
5/14/2025 Asset Management Group Inc.51,849$9.88M1.8%+0.1%0.026%
5/14/2025 Capital Analysts LLC69,579$13.26M0.5%+22.4%0.035%
5/14/2025 Level Four Advisory Services LLC28,597$5.45M0.2%+29.5%0.014%
5/14/2025 Tradition Wealth Management LLC26,115$4.98M0.4%+38.2%0.013%
5/14/2025 HMS Capital Management LLC1,373$262K0.1%-19.2%0.001%
5/14/2025 Vertex Planning Partners LLC38,556$7.35M1.6%+44.6%0.019%
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5/14/2025 Venture Visionary Partners LLC5,589$1.07M0.0%-44.7%0.003%
5/14/2025 JT Stratford LLC4,887$931K0.2%+51.1%0.002%
5/14/2025 Hsbc Holdings PLC3,955$754K0.0%-2.5%0.002%
5/14/2025 Texas Capital Bank Wealth Management Services Inc3,913$746K0.1%+53.2%0.002%
5/14/2025 Bank OZK2,587$493K0.2%+7.4%0.001%
5/14/2025 Financial Advisors Network Inc.49,953$9.52M1.6%-0.8%0.025%
5/14/2025 Lee Financial Co9,112$1.74M0.3%-4.1%0.005%
5/14/2025 RWA Wealth Partners LLC123,188$23.48M0.3%-39.8%0.062%
5/14/2025 Edgar Lomax Co. VA20,799$3.96M0.2%-20.4%0.010%
5/13/2025 Aptus Capital Advisors LLC10,970$2.09M0.0%+0.6%0.006%
(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, 1,615 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.55B), JPMorgan Chase & Co. ($3.39B), Morgan Stanley ($1.73B), Bank of America Corp DE ($1.56B), Wells Fargo & Company MN ($1.24B), LPL Financial LLC ($775.11M), and UBS Group AG ($618.77M).Learn more on IVE's institutional investors.

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

Of the 1,358 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: Envestnet Asset Management Inc. ($6.62M), International Assets Investment Management LLC ($2.44M), JPMorgan Chase & Co. ($1.78M), Cetera Investment Advisers ($1.77M), Envestnet Portfolio Solutions Inc. ($1.64M), Raymond James Financial Inc. ($1.63M), and The Manufacturers Life Insurance Company ($1.48M).

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

Institutional investors have bought a total of 55,627,646 shares in the last 24 months. This purchase volume represents approximately $10.19B in transactions.

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

Of the 978 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: Sierra Capital LLC ($4.16M), JPMorgan Chase & Co. ($2.30M), International Assets Investment Management LLC ($1.33M), US Bancorp DE ($851.82K), Wells Fargo & Company MN ($462.23K), USA Financial Formulas ($404.25K), and Corient Private Wealth LLC ($401.83K).

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

Institutional investors have sold a total of 21,791,611 shares in the last 24 months. This volume of shares sold represents approximately $3.95B in transactions.


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This page (NYSEARCA:IVE) was last updated on 5/24/2025 by MarketBeat.com Staff
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