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

iShares S&P 500 Value ETF logo
$194.44 -2.54 (-1.29%)
Closing price 08/1/2025 04:10 PM Eastern
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$194.51 +0.07 (+0.04%)
As of 08/1/2025 07:09 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)
1094
Total
Institutional Inflows
(last 12 months)
$6.68B
Number of
Institutional Sellers
(last 12 months)
741
Total
Institutional Outflows
(last 12 months)
$2.14B
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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
8/1/2025Milestone Asset Management Group LLC4,548$889K0.7%+14.0%0.002%
8/1/2025Austin Private Wealth LLC243,662$47.62M3.8%+5.5%0.122%
8/1/2025Zhang Financial LLC5,363$1.05M0.0%-3.7%0.003%
8/1/2025May Hill Capital LLC24,954$4.88M1.6%+214.5%0.012%
8/1/2025GWN Securities Inc.10,174$1.99M0.4%-89.8%0.005%
8/1/2025Taylor Financial Group Inc.8,737$1.71M1.1%+3.3%0.004%
8/1/2025Facet Wealth Inc.3,136$618K0.0%+172.7%0.002%
8/1/2025Liberty Wealth Management LLC99,789$19.50M3.1%+15.9%0.050%
8/1/2025Transcend Capital Advisors LLC11,614$2.27M0.2%+23.6%0.006%
8/1/2025Penobscot Wealth Management1,274$249K0.1%-35.7%0.001%
8/1/2025Bessemer Group Inc.9,456$1.85M0.0%-0.5%0.005%
8/1/2025Koss Olinger Consulting LLC157,948$30.87M2.5%-7.2%0.079%
8/1/2025Brookwood Investment Group LLC11,235$2.20M0.4%+25.1%0.006%
8/1/2025Yukon Wealth Management Inc.9,523$1.86M0.7%+8.8%0.005%
8/1/2025Envestnet Asset Management Inc.20,983,503$4.10B1.2%+12.6%10.489%
7/31/2025 Atlatl Advisers LLC4,962$970K0.5%+11.7%0.002%
7/31/2025 Cosner Financial Group LLC80,051$15.64M8.7%+4.4%0.040%
7/31/2025 Guardian Wealth Advisors LLC27,565$5.39M3.2%-13.7%0.014%
7/31/2025 Optimum Investment Advisors450$88K0.0%-16.4%0.000%
7/31/2025 VestGen Investment Management4,593$898K0.6%+5.9%0.002%
7/31/2025 Ballast Advisors LLC347$68K0.0%-30.2%0.000%
7/31/2025 Forte Asset Management LLC24,462$4.78M2.4%-56.7%0.012%
7/31/2025 Schneider Downs Wealth Management Advisors LP10,970$2.14M0.3%+80.2%0.005%
7/31/2025 FSR Wealth Management Ltd.1,059$207K0.3%N/A0.001%
7/31/2025 Interchange Capital Partners LLC13,015$2.53M0.6%+18.4%0.007%
7/31/2025 TSA Wealth Managment LLC42,001$8.21M3.0%-25.3%0.021%
7/31/2025 BIP Wealth LLC2,103$411K0.0%-19.1%0.001%
7/31/2025 Sequent Asset Management LLC13,651$2.67M2.1%-0.6%0.007%
7/31/2025 Focus Partners Advisor Solutions LLC15,328$3.00M0.0%+0.7%0.008%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC1,091$216K0.1%N/A0.001%
7/31/2025 Glass Jacobson Investment Advisors llc14,653$2.86M1.1%-0.6%0.007%
7/31/2025 Sage Mountain Advisors LLC2,373$464K0.0%-12.8%0.001%
7/31/2025 MN Wealth Advisors LLC4,076$797K0.5%+151.6%0.002%
7/31/2025 Jackson Hole Capital Partners LLC20,345$3.98M0.7%-2.1%0.010%
7/31/2025 Silver Oak Advisory Group Inc.1,026$200K0.1%N/A0.001%
7/31/2025 Briaud Financial Planning Inc727$142K0.1%+97.0%0.000%
7/31/2025 FSM Wealth Advisors LLC4,584$904K0.1%+2.5%0.002%
7/30/2025 First Citizens Bank & Trust Co.16,524$3.23M0.0%-6.9%0.008%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,857$363K0.0%-12.5%0.001%
7/30/2025 Insight Advisors LLC PA10,831$2.12M0.3%+307.2%0.005%
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7/30/2025 Castle Wealth Management LLC10,024$1.96M0.7%-0.5%0.005%
7/30/2025 Strategic Blueprint LLC20,559$4.02M0.2%+16.0%0.010%
7/30/2025 Durante & Waters LLC64,926$12.69M10.0%-12.1%0.032%
7/30/2025 Sonata Capital Group Inc.9,814$1.92M0.8%-2.9%0.005%
7/30/2025 Freedom Investment Management Inc.5,655$1.11M0.1%+51.8%0.003%
7/30/2025 Caliber Wealth Management LLC KS29,872$5.84M0.6%+11.5%0.015%
7/30/2025 Rehmann Capital Advisory Group626,003$122.33M7.4%-1.3%0.313%
7/30/2025 Brookstone Capital Management98,596$19.27M0.3%+15.1%0.049%
7/30/2025 Phillips Financial Management LLC180,996$35.37M2.6%-1.2%0.090%
7/30/2025 D.A. Davidson & CO.16,803$3.28M0.0%-3.3%0.008%
7/30/2025 Cullen Frost Bankers Inc.91,654$17.91M0.2%-0.1%0.046%
7/30/2025 Greenup Street Wealth Management LLC136,809$26.74M4.7%+5.8%0.068%
7/30/2025 Whittier Trust Co. of Nevada Inc.9,545$1.87M0.0%+23.2%0.005%
7/30/2025 Syntegra Private Wealth Group LLC2,085$407K0.0%+4.6%0.001%
7/30/2025 Probity Advisors Inc.283,962$55.49M9.7%+3.5%0.142%
7/30/2025 Mason & Associates LLC7,163$1.40M0.4%-3.2%0.004%
7/30/2025 LGT Financial Advisors LLC1,093$214K0.5%+24.8%0.001%
7/30/2025 Triton Financial Group Inc1,831$358K0.3%N/A0.001%
7/30/2025 Avidian Wealth Enterprises LLC43,857$8.57M0.3%+2.0%0.022%
7/30/2025 Bogart Wealth LLC963$188K0.0%-50.4%0.000%
7/30/2025 Nottingham Advisors Inc.10,073$1.97M0.3%-5.5%0.005%
7/30/2025 Fairway Wealth LLC1,362$266K0.1%-3.9%0.001%
7/30/2025 Schnieders Capital Management LLC2,816$550K0.1%N/A0.001%
7/30/2025 Crewe Advisors LLC1,241$243K0.0%+82.0%0.001%
7/30/2025 Evermay Wealth Management LLC1,740$340K0.0%-4.2%0.001%
7/30/2025 WBH Advisory Inc.9,428$1.84M0.2%-5.3%0.005%
7/29/2025 Accretive Wealth Partners LLC1,068$209K0.1%N/A0.001%
7/29/2025 Stephens Inc. AR9,525$1.86M0.0%-3.0%0.005%
7/29/2025 Beverly Hills Private Wealth LLC1,920$375K0.1%+26.3%0.001%
7/29/2025 Mountain Capital Investment Advisors Inc.1,223$241K0.0%+5.9%0.001%
7/29/2025 Calamos Wealth Management LLC555,581$108.57M4.6%+2.5%0.278%
7/29/2025 Salomon & Ludwin LLC196,493$38.81M3.8%-1.0%0.098%
7/29/2025 Forvis Mazars Wealth Advisors LLC23,278$4.55M0.1%-7.1%0.012%
7/29/2025 Chicago Partners Investment Group LLC22,415$4.49M0.1%-4.3%0.011%
7/29/2025 Planned Solutions Inc.1,267$248K0.1%-18.9%0.001%
7/29/2025 BKM Wealth Management LLC63,429$12.40M4.8%-0.6%0.032%
7/29/2025 Disciplined Investments LLC2,955$577K0.2%+11.2%0.001%
7/29/2025 Financial Synergies Wealth Advisors Inc.30,916$6.04M0.7%+0.4%0.015%
7/29/2025 International Assets Investment Management LLC8,025$1.57M0.1%+21.1%0.004%
7/29/2025 Morgan Dempsey Capital Management LLC280$55K0.0%N/A0.000%
7/29/2025 Swmg LLC65,578$13.09M4.4%+53.3%0.033%
7/29/2025 Signature Estate & Investment Advisors LLC4,239$828K0.0%+4.2%0.002%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV359$70K0.0%N/A0.000%
7/29/2025 Level Wealth Management LLC1,889$369K0.2%N/A0.001%
7/29/2025 Aspiriant LLC8,448$1.65M0.1%+98.8%0.004%
7/29/2025 Koshinski Asset Management Inc.8,290$1.62M0.1%-4.8%0.004%
7/29/2025 Lutz Financial Services LLC110,658$21.63M1.7%-4.8%0.055%
7/29/2025 Rodgers & Associates LTD48,696$9.52M1.0%-0.5%0.024%
7/29/2025 Chevy Chase Trust Holdings LLC5,569$1.09M0.0%+4.0%0.003%
7/29/2025 Stratos Wealth Partners LTD.137,931$26.96M0.4%+2.8%0.069%
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7/29/2025 Stratos Wealth Advisors LLC5,106$998K0.1%-72.6%0.003%
7/29/2025 Private Trust Co. NA8,341$1.63M0.2%+6.0%0.004%
7/29/2025 Two West Capital Advisors LLC6,732$1.35M0.9%+99.5%0.003%
7/29/2025 Interactive Financial Advisors Inc.1,750$342K0.2%-12.0%0.001%
7/29/2025 SilverOak Wealth Management LLC98,587$19.27M3.6%+0.9%0.049%
7/29/2025 Empirical Asset Management LLC8,499$1.66M0.5%+2.7%0.004%
7/29/2025 Harbor Asset Planning Inc.153$30K0.0%N/A0.000%
7/29/2025 Latitude Advisors LLC2,532$495K0.2%-8.7%0.001%
7/29/2025 Horst & Graben Wealth Management LLC101,626$19.86M3.3%+7.5%0.051%
7/29/2025 Clearview Wealth Advisors LLC9,368$1.83M1.3%+5.7%0.005%
(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, 1,636 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. ($3.39B), 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 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 1,381 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. ($8.96M), International Assets Investment Management LLC ($2.44M), JPMorgan Chase & Co. ($1.78M), Cetera Investment Advisers ($1.77M), Envestnet Portfolio Solutions Inc. ($1.66M), Raymond James Financial Inc. ($1.63M), 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 34,952,283 shares in the last 24 months. This purchase volume represents approximately $6.68B in transactions.

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

Of the 739 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: 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), Liberty Wealth Management LLC ($354.29K), and Modern Wealth Management LLC ($333.69K).

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

Institutional investors have sold a total of 11,106,762 shares in the last 24 months. This volume of shares sold represents approximately $2.14B in transactions.


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This page (NYSEARCA:IVE) was last updated on 8/2/2025 by MarketBeat.com Staff
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