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

iShares S&P 500 Value ETF logo
$203.94 -0.45 (-0.22%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$203.90 -0.03 (-0.02%)
As of 09/12/2025 06:26 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)
1111
Total
Institutional Inflows
(last 12 months)
$7.06B
Number of
Institutional Sellers
(last 12 months)
766
Total
Institutional Outflows
(last 12 months)
$3.45B
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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
9/12/2025 Valeo Financial Advisors LLC17,734$3.47M0.1%+2.7%0.009%
9/11/2025 Milestones Private Investment Advisors LLC3,995$781K0.6%N/A0.002%
9/9/2025 NWF Advisory Services Inc.1,629$318K0.0%N/A0.001%
9/4/2025 Reynders McVeigh Capital Management LLC2,233$436K0.0%-2.2%0.001%
9/4/2025 Osaic Holdings Inc.663,926$129.84M0.2%+21.6%0.331%
9/3/2025 American Trust4,126$806K0.1%N/A0.002%
8/29/2025 Evolution Wealth Management Inc.1,344$263K0.3%N/A0.001%
8/29/2025 Centaurus Financial Inc.14,799$2.89M0.2%+6.0%0.007%
8/27/2025 Barnes Wealth Management Group Inc21,657$4.23M2.5%+7.7%0.011%
8/27/2025 Orion Porfolio Solutions LLC133,806$26.15M0.2%+24.1%0.067%
8/26/2025 Thrivent Financial for Lutherans111,520$21.79M0.0%-50.8%0.056%
8/25/2025 Fulcrum Equity Management2,955$577K0.6%+5.0%0.001%
8/22/2025 TT Capital Management LLC1,155$220K0.1%N/A0.001%
8/20/2025 Forefront Wealth Partners LLC11,598$2.23M1.5%+37.8%0.006%
8/19/2025 B. Riley Wealth Advisors Inc.27,679$5.41M0.3%N/A0.014%
8/19/2025 Cape Investment Advisory Inc.2,233$436K0.2%+21.8%0.001%
8/19/2025 Advisory Services Network LLC77,037$15.18M0.2%+17.5%0.038%
8/19/2025 Cim LLC1,237$242K0.0%-55.4%0.001%
8/19/2025 Hohimer Wealth Management LLC7,102$1.39M0.2%+21.0%0.004%
8/18/2025 Tactive Advisors LLC5,592$1.09M0.4%N/A0.003%
8/18/2025 N.E.W. Advisory Services LLC4,438$867K0.1%-2.2%0.002%
8/18/2025 Geneos Wealth Management Inc.43,446$8.49M0.2%+2.1%0.022%
8/18/2025 Kestra Investment Management LLC228,501$44.65M1.3%+200.9%0.114%
8/18/2025 Front Row Advisors LLC560$109K0.0%N/A0.000%
8/15/2025 High Falls Advisors Inc112,996$22.08M4.9%+7.8%0.056%
8/15/2025 First Heartland Consultants Inc.27,214$5.32M0.5%-11.8%0.014%
8/15/2025 Blue Edge Capital LLC66,099$12.92M1.9%+0.3%0.033%
8/15/2025 Semmax Financial Advisors Inc.5,383$1.07M0.3%+10.1%0.003%
8/15/2025 Corient Private Wealth LLC55,339$10.75M0.0%-74.8%0.028%
8/15/2025 Equitable Holdings Inc.254,330$49.70M0.4%+6.7%0.127%
8/15/2025 Florida Financial Advisors LLC4,875$953K0.3%+1.9%0.002%
8/15/2025 Captrust Financial Advisors135,640$26.51M0.1%+2.2%0.068%
8/15/2025 United Services Automobile Association133$26K0.0%N/A0.000%
8/15/2025 Vident Advisory LLC1,934$378K0.0%-22.8%0.001%
8/15/2025 Talisman Wealth Advisors LLC2,224$435K0.4%+27.0%0.001%
8/15/2025 Smartleaf Asset Management LLC10,315$2.01M0.2%+127.0%0.005%
8/15/2025 Snowden Capital Advisors LLC54,164$10.59M0.3%+12.8%0.027%
8/15/2025 Redwood Investment Management LLC13,010$2.54M0.3%+61.2%0.006%
8/15/2025 Oxford Financial Group LTD. LLC17,519$3.42M0.2%+0.6%0.009%
8/15/2025 Orion Porfolio Solutions LLC26,999$5.28M0.0%-75.0%0.013%
8/15/2025 MML Investors Services LLC1,396,052$272.82M0.8%+19.9%0.695%
8/15/2025 Modern Wealth Management LLC220,477$43.09M1.1%+721.5%0.110%
8/15/2025 IHT Wealth Management LLC16,405$3.21M0.1%-6.9%0.008%
8/15/2025 Great Valley Advisor Group Inc.41,606$8.13M0.2%-5.2%0.021%
8/15/2025 Gallagher Fiduciary Advisors LLC4,768$932K0.0%+21.4%0.002%
8/15/2025 EP Wealth Advisors LLC373,966$73.08M0.5%+795.8%0.186%
8/15/2025 Curi Capital LLC7,042$1.38M0.0%N/A0.004%
8/15/2025 Benjamin Edwards Inc.1,202$235K0.0%+12.8%0.001%
8/15/2025 BNP Paribas Financial Markets85,872$16.78M0.0%-35.4%0.043%
8/15/2025 Bank of America Corp DE8,324,917$1.63B0.1%-3.0%4.147%
8/15/2025 Acas LLC21,554$4.36M3.0%-1.9%0.011%
8/15/2025 AQR Capital Management LLC27,894$5.45M0.0%-26.4%0.014%
8/15/2025 Ameriprise Financial Inc.3,031,014$591.82M0.1%+19.0%1.510%
8/14/2025 Vista Capital Partners Inc.1,047$205K0.0%N/A0.001%
8/14/2025 Florida Financial Advisors LLC4,992$976K0.7%+4.3%0.002%
8/14/2025 Ausdal Financial Partners Inc.54,195$10.59M0.7%-12.7%0.027%
8/14/2025 Financial Advisors Network Inc.49,770$9.73M1.5%-0.4%0.025%
8/14/2025 Raymond James Financial Inc.1,647,217$321.90M0.1%+3.0%0.821%
8/14/2025 Darwin Wealth Management LLC524$103K0.0%N/A0.000%
8/14/2025 Betterment LLC388,831$75.99M0.2%-3.3%0.194%
8/14/2025 Quantinno Capital Management LP16,062$3.14M0.0%-6.7%0.008%
8/14/2025 Diversify Advisory Services LLC9,757$1.96M0.1%-20.8%0.005%
8/14/2025 Peapack Gladstone Financial Corp127,528$24.92M0.4%+10.5%0.064%
8/14/2025 HUB Investment Partners LLC3,853$753K0.0%+2.5%0.002%
8/14/2025 Ieq Capital LLC61,662$12.05M0.1%-22.3%0.031%
8/14/2025 Main Street Financial Solutions LLC3,646$713K0.1%N/A0.002%
8/14/2025 Glenview Trust co8,259$1.61M0.0%-2.0%0.004%
8/14/2025 FAS Wealth Partners Inc.42,586$8.32M0.6%-1.6%0.021%
8/14/2025 Sei Investments Co.39,746$7.77M0.0%-1.4%0.020%
8/14/2025 Potentia Wealth2,585$505K0.3%-23.6%0.001%
8/14/2025 NewEdge Advisors LLC711,333$139.01M0.7%-3.1%0.354%
8/14/2025 Integrated Investment Consultants LLC5,931$1.16M0.2%-1.3%0.003%
8/14/2025 Qube Research & Technologies Ltd3,983$778K0.0%+268.8%0.002%
8/14/2025 CoreFirst Bank & Trust404$79K0.0%N/A0.000%
8/14/2025 Sentinus LLC64,062$12.52M3.1%+26.6%0.032%
8/14/2025 Goodwin Investment Advisory1,324$259K0.3%-8.3%0.001%
8/14/2025 Gerber Kawasaki Wealth & Investment Management2,094$409K0.0%+28.2%0.001%
8/14/2025 Denver PWM LLC1,828$357K0.1%+13.6%0.001%
8/14/2025 Transce3nd LLC4,382$856K0.4%+4.3%0.002%
8/14/2025 Vertex Planning Partners LLC40,126$7.84M1.6%+4.1%0.020%
8/14/2025 Baker Avenue Asset Management LP209,974$41.03M1.2%+1.0%0.105%
8/14/2025 Cary Street Partners Financial LLC5,171$1.01M0.0%-1.0%0.003%
8/14/2025 Cerity Partners LLC100,448$19.63M0.0%+24.7%0.050%
8/13/2025 Per Stirling Capital Management LLC.107,989$21.10M2.8%-29.8%0.054%
8/13/2025 Cary Street Partners Investment Advisory LLC2,907$568K0.3%+5.3%0.001%
8/13/2025 PGIM Custom Harvest LLC13,454$2.63M0.1%-6.9%0.007%
8/13/2025 Stenger Family Office LLC27,184$5.39M1.2%N/A0.014%
8/13/2025 Idaho Trust Co7,494$1.46M0.5%+2.7%0.004%
8/13/2025 Quantum Portfolio Management LLC5,071$991K0.5%-1.4%0.003%
8/13/2025 Avestar Capital LLC26,903$5.26M0.4%-3.2%0.013%
8/13/2025 StoneX Group Inc.38,720$7.57M0.4%+3.1%0.019%
8/13/2025 Flow Traders U.S. LLC9,460$1.85M0.1%-76.7%0.005%
8/13/2025 SageView Advisory Group LLC5,720$1.14M0.0%+2.6%0.003%
8/13/2025 Cresset Asset Management LLC36,582$7.15M0.0%+0.8%0.018%
8/13/2025 Strategic Family Wealth Counselors L.L.C.4,657$910K0.3%+113.1%0.002%
8/13/2025 Saiph Capital LLC87,972$17.19M5.5%-2.6%0.044%
8/13/2025 Gateway Wealth Partners LLC20,422$3.99M0.8%+22.8%0.010%
8/13/2025 Brown Advisory Inc.29,776$5.82M0.0%+1.6%0.015%
8/13/2025 Amundi44,500$8.79M0.0%+7.5%0.022%
8/13/2025 SCS Capital Management LLC33,465$6.54M0.1%-8.5%0.017%
(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, 1,634 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.10B), JPMorgan Chase & Co. ($3.50B), Morgan Stanley ($1.73B), Bank of America Corp DE ($1.63B), Wells Fargo & Company MN ($1.24B), LPL Financial LLC ($775.11M), and UBS Group AG ($618.77M).Learn more on iShares S&P 500 Value ETF's institutional investors.

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

Of the 1,384 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. ($8.81M), International Assets Investment Management LLC ($2.44M), Cetera Investment Advisers ($1.92M), JPMorgan Chase & Co. ($1.90M), Raymond James Financial Inc. ($1.68M), Envestnet Portfolio Solutions Inc. ($1.66M), and Park Avenue Securities LLC ($1.62M).

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

Institutional investors have bought a total of 36,702,545 shares in the last 24 months. This purchase volume represents approximately $7.06B in transactions.

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

Of the 766 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: Sierra Capital LLC ($5.44M), International Assets Investment Management LLC ($1.33M), US Bancorp DE ($943.45K), JPMorgan Chase & Co. ($804.31K), Wells Fargo & Company MN ($462.23K), USA Financial Formulas ($404.25K), 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 17,808,659 shares in the last 24 months. This volume of shares sold represents approximately $3.45B in transactions.


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This page (NYSEARCA:IVE) was last updated on 9/14/2025 by MarketBeat.com Staff
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