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

iShares S&P 500 Value ETF logo
$197.86 +0.71 (+0.36%)
As of 01:37 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)
865
Total
Institutional Inflows
(last 12 months)
$4.13B
Number of
Institutional Sellers
(last 12 months)
621
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
1/30/2025WealthPLAN Partners LLC10,131$1.93M0.3%-1.3%0.006%
1/30/2025PUREfi Wealth LLC1,067$204K0.2%N/A0.001%
1/30/2025Quadrant Private Wealth Management LLC35,227$6.72M1.7%+3.5%0.020%
1/30/2025BCU Wealth Advisors LLC6,727$1.28M0.7%+6.4%0.004%
1/30/2025LTG Capital LLC7,123$1.36M1.1%-7.6%0.004%
1/30/2025Bank Pictet & Cie Europe AG62,390$11.91M0.3%-0.7%0.035%
1/30/2025Valeo Financial Advisors LLC17,217$3.29M0.1%+0.7%0.010%
1/30/2025 Blue Trust Inc.67,715$12.93M0.2%-5.9%0.038%
1/30/2025Coho Partners Ltd.3,843$734K0.0%N/A0.002%
1/30/2025Chevy Chase Trust Holdings LLC5,705$1.09M0.0%-26.1%0.003%
1/30/2025Vicus Capital33,393$6.37M0.6%-1.4%0.019%
1/30/2025White Pine Capital LLC7,741$1.48M0.5%+1.2%0.004%
1/30/2025First Merchants Corp95,408$18.21M0.7%+1.7%0.053%
1/30/2025Newport Capital Group LLC5,370$1.03M0.8%-11.0%0.003%
1/30/2025Catalyst Financial Partners LLC4,466$852K0.2%-66.4%0.002%
1/30/2025Life Planning Partners Inc79,597$15.19M0.1%N/A0.044%
1/29/2025Avestar Capital LLC31,491$6.01M0.5%-10.8%0.018%
1/29/2025Morris Financial Concepts Inc.17,353$3.31M1.4%-0.7%0.010%
1/29/2025Tranquility Partners LLC9,755$1.88M0.7%+0.7%0.005%
1/29/2025Ingalls & Snyder LLC1,149$219K0.0%N/A0.001%
1/29/2025Castle Wealth Management LLC10,455$2.00M0.8%-5.2%0.006%
1/29/2025Consolidated Planning Corp1,222$233K0.0%N/A0.001%
1/29/2025Hidden Cove Wealth Management LLC1,226$234K0.2%N/A0.001%
1/29/2025Avidian Wealth Enterprises LLC39,501$7.54M0.3%-0.9%0.022%
1/29/2025Kentucky Trust Co150$29K0.0%N/A0.000%
1/29/2025Gladstone Institutional Advisory LLC117,074$22.35M1.0%+16.2%0.065%
1/29/2025Alaska Permanent Capital Management20,521$3.92M0.3%+52.6%0.011%
1/29/2025Beacon Financial Group5,241$1M0.1%-3.4%0.003%
1/29/2025Sonata Capital Group Inc.10,337$1.97M0.8%+2.0%0.006%
1/29/2025Gradient Capital Advisors LLC2,590$494K0.2%-6.1%0.001%
1/29/2025New Republic Capital LLC2,709$517K0.3%+8.7%0.002%
1/29/2025Collier Financial20,268$3.87M3.5%N/A0.011%
1/29/2025JSF Financial LLC108,226$20.66M5.5%+2.3%0.060%
1/29/2025Single Point Partners LLC1,299$248K0.1%N/A0.001%
1/29/2025True Vision MN LLC20,306$3.88M2.3%+3.4%0.011%
1/29/2025Latitude Advisors LLC1,817$347K0.2%+9.7%0.001%
1/29/2025Sovran Advisors LLC35,037$6.67M1.0%N/A0.020%
1/29/2025Stonebridge Financial Group LLC546$104K0.0%N/A0.000%
1/29/2025Essex Financial Services Inc.8,980$1.71M0.1%+11.8%0.005%
1/29/2025Cambiar Investors LLC2,710$517K0.0%N/A0.002%
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1/29/2025Focus Financial Network Inc.46,598$8.90M0.4%+8.1%0.026%
1/29/2025Sapient Capital LLC30,860$5.89M0.1%+2.4%0.017%
1/29/2025Arlington Trust Co LLC53,156$10.15M2.1%-1.5%0.030%
1/29/2025Equitable Trust Co.30,417$5.81M0.3%N/A0.017%
1/29/2025Powell Investment Advisors LLC142,981$27.29M12.6%+0.2%0.080%
1/29/2025Soltis Investment Advisors LLC24,694$4.71M0.4%-38.3%0.014%
1/29/2025Gunma Bank Ltd.34,000$6.49M2.1%+277.8%0.019%
1/29/2025Opal Wealth Advisors LLC36,040$6.88M2.1%+5.4%0.020%
1/29/2025MBA Advisors LLC5,526$1.06M0.5%-40.2%0.003%
1/29/2025Fonville Wealth Management LLC7,791$1.49M0.5%-11.1%0.004%
1/29/2025Savant Capital LLC87,544$16.71M0.1%-2.9%0.049%
1/28/2025 Wealthstar Advisors LLC2,585$494K0.2%N/A0.001%
1/28/2025 LJI Wealth Management LLC2,363$451K0.1%-8.6%0.001%
1/28/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA2,272$450K0.0%-17.0%0.001%
1/28/2025 17 Capital Partners LLC7,898$1.51M1.0%+4.2%0.004%
1/28/2025 Compass Financial Services Inc1,872$357K0.2%N/A0.001%
1/28/2025 Kestra Private Wealth Services LLC59,175$11.30M0.2%-3.8%0.033%
1/28/2025 Financial Life Advisors157,540$30.07M11.3%+1.0%0.088%
1/28/2025 Stephens Inc. AR9,710$1.85M0.0%-1.3%0.005%
1/28/2025 Quotient Wealth Partners LLC23,131$4.42M0.1%-6.0%0.013%
1/28/2025 Birch Hill Investment Advisors LLC3,734$713K0.0%-2.1%0.002%
1/28/2025 Thompson Investment Management Inc.14,177$2.71M0.4%+5.8%0.008%
1/28/2025 Empowered Funds LLC698$133K0.0%N/A0.000%
1/28/2025 Moloney Securities Asset Management LLC34,447$6.58M0.9%+1,062.6%0.019%
1/28/2025 Farmers & Merchants Investments Inc.8,067$1.54M0.0%-2.3%0.005%
1/28/2025 Wilmington Savings Fund Society FSB65,887$12.58M0.2%-2.2%0.037%
1/28/2025 Serenus Wealth Advisors LLC93,684$17.88M2.3%N/A0.052%
1/28/2025 Kingsview Wealth Management LLC4,759$908K0.0%-3.5%0.003%
1/28/2025 Gray Private Wealth LLC18,921$3.61M2.2%-4.8%0.011%
1/28/2025 Apollon Wealth Management LLC32,892$6.28M0.1%+11.8%0.018%
1/28/2025 Almanack Investment Partners LLC.2,218$423K0.1%-5.1%0.001%
1/28/2025 Clientfirst Wealth Management LLC4,066$776K0.8%N/A0.002%
1/28/2025 Conning Inc.6,272$1.20M0.0%-11.8%0.004%
1/28/2025 Joel Isaacson & Co. LLC6,029$1.15M0.1%+17.5%0.003%
1/28/2025 SOA Wealth Advisors LLC.7,006$1.34M0.2%-4.2%0.004%
1/28/2025 Appleton Partners Inc. MA2,190$418K0.0%+70.7%0.001%
1/28/2025 Realta Investment Advisors1,322$253K0.1%+4.8%0.001%
1/28/2025 Golden State Wealth Management LLC1,993$380K0.1%N/A0.001%
1/28/2025 Gilliland Jeter Wealth Management LLC1,556$297K0.1%+41.2%0.001%
1/28/2025 Fairvoy Private Wealth LLC2,613$499K0.1%N/A0.001%
1/28/2025 Guardian Wealth Advisors LLC42,513$8.12M5.2%-26.7%0.024%
1/28/2025 Encompass Wealth Advisors LLC156,214$29.82M12.0%+3.9%0.087%
1/28/2025 Financial Synergies Wealth Advisors Inc.28,709$5.48M0.7%+0.6%0.016%
1/27/2025 Telos Capital Management Inc.16,047$3.06M0.3%+1.3%0.009%
1/27/2025 GHP Investment Advisors Inc.99,978$19.08M0.9%-1.0%0.056%
1/27/2025 Rik Saylor Financial Inc.22,335$4.26M3.9%N/A0.012%
1/27/2025 McHugh Group LLC1,502$287K0.2%N/A0.001%
1/27/2025 Silver Oak Securities Incorporated3,893$742K0.1%+261.1%0.002%
1/27/2025 Financial Advocates Investment Management77,194$15.08M0.9%+18.5%0.043%
1/27/2025 Beacon Financial Advisory LLC3,686$704K0.2%+13.1%0.002%
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1/27/2025 Avid Wealth Partners LLC30,996$5.92M4.2%+3.3%0.017%
1/27/2025 Bleakley Financial Group LLC8,570$1.64M0.0%+6.1%0.005%
1/27/2025 Robertson Stephens Wealth Management LLC41,438$7.91M0.3%-31.1%0.023%
1/27/2025 Foguth Wealth Management LLC.2,996$588K0.2%-13.3%0.002%
1/27/2025 Clayton Financial Group LLC2,220$424K0.2%-3.6%0.001%
1/27/2025 Choreo LLC103,774$19.80M0.3%-1.8%0.058%
1/27/2025 Money Concepts Capital Corp12,417$2.37M0.2%N/A0.007%
1/27/2025 Lion Street Advisors LLC2,851$544K0.2%+18.4%0.002%
1/27/2025 Country Club Bank5,663$1.08M0.1%-2.7%0.003%
1/27/2025 Mirae Asset Global Investments Co. Ltd.1,046$199K0.0%-48.1%0.001%
(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, 1,445 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.36B), 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 1,203 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: International Assets Investment Management LLC ($2.44M), JPMorgan Chase & Co. ($2.29M), Envestnet Portfolio Solutions Inc. ($1.42M), Cetera Investment Advisers ($1.35M), The Manufacturers Life Insurance Company ($1.26M), CWM LLC ($1.05M), and Park Avenue Securities LLC ($927.17K).

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

Institutional investors have bought a total of 40,482,259 shares in the last 24 months. This purchase volume represents approximately $6.97B in transactions.

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

Of the 897 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. ($5.28M), Sierra Capital LLC ($4.16M), Envestnet Asset Management Inc. ($2.06M), International Assets Investment Management LLC ($1.33M), M&T Bank Corp ($695.95K), Truist Financial Corp ($357.87K), and Liberty Wealth Management LLC ($354.29K).

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

Institutional investors have sold a total of 26,760,906 shares in the last 24 months. This volume of shares sold represents approximately $4.49B in transactions.


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This page (NYSEARCA:IVE) was last updated on 1/30/2025 by MarketBeat.com Staff
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