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

iShares S&P 500 Value ETF logo
$181.84 -0.23 (-0.13%)
As of 04/25/2025 04:10 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)
1000
Total
Institutional Inflows
(last 12 months)
$4.99B
Number of
Institutional Sellers
(last 12 months)
683
Total
Institutional Outflows
(last 12 months)
$2.63B
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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
4/25/2025Mather Group LLC.14,538$2.77M0.0%+52.3%0.007%
4/25/2025Smallwood Wealth Investment Management LLC308$59K0.0%N/A0.000%
4/25/2025Barnes Dennig Private Wealth Management LLC645$123K0.2%N/A0.000%
4/25/2025Koshinski Asset Management Inc.8,707$1.66M0.1%-1.1%0.004%
4/25/2025MidAtlantic Capital Management Inc.5,209$993K0.8%+4.4%0.003%
4/25/2025MorganRosel Wealth Management LLC264$50K0.0%N/A0.000%
4/25/2025Custos Family Office LLC10,024$1.91M0.7%+1.6%0.005%
4/25/2025Ameritas Advisory Services LLC18,417$3.51M0.1%-17.3%0.009%
4/25/2025 Hobbs Wealth Management LLC30,003$5.72M6.3%+36.8%0.015%
4/25/2025Mmbg Investment Advisors CO.1,275$243K0.0%N/A0.001%
4/25/2025Avidian Wealth Enterprises LLC42,990$8.19M0.4%+8.8%0.022%
4/25/2025Hutchens & Kramer Investment Management Group LLC6,983$1.33M0.7%+25.3%0.004%
4/25/2025Essex Financial Services Inc.8,156$1.55M0.1%-9.2%0.004%
4/25/2025Stonebridge Financial Group LLC472$90K0.0%-13.6%0.000%
4/25/2025Sovran Advisors LLC49,840$8.84M1.1%+42.2%0.025%
4/25/2025Joel Isaacson & Co. LLC6,163$1.18M0.1%+2.2%0.003%
4/25/2025RCS Financial Planning LLC10,858$2.07M1.1%+42.6%0.006%
4/25/2025Guardian Asset Advisors LLC3,020$576K0.4%+5.4%0.002%
4/25/2025Sterling Investment Advisors LLC ADV27,374$5.22M2.9%-1.9%0.014%
4/25/2025Salus Financial Advisors LLC1,965$374K0.3%-10.3%0.001%
4/25/2025WealthBridge Capital Management LLC12,239$2.33M0.7%-3.8%0.006%
4/24/2025 Golden State Wealth Management LLC2,370$452K0.1%+18.9%0.001%
4/24/2025 Confluence Wealth Services Inc.2,555$459K0.0%+2.5%0.001%
4/24/2025 Financial Life Advisors161,610$30.80M11.5%+2.6%0.082%
4/24/2025 Sunbelt Securities Inc.43,540$8.30M0.7%-8.8%0.022%
4/24/2025 Crescent Grove Advisors LLC6,367$1.21M0.1%-2.3%0.003%
4/24/2025 Elevated Capital Advisors LLC1,943$370K0.1%-9.1%0.001%
4/24/2025 Mirae Asset Global Investments Co. Ltd.361$68K0.0%-65.5%0.000%
4/24/2025 Oakworth Capital Inc.246$47K0.0%N/A0.000%
4/24/2025 Jaffetilchin Investment Partners LLC7,237$1.38M0.1%+3.8%0.004%
4/24/2025 Canvas Wealth Advisors LLC1,165$207K0.1%N/A0.001%
4/24/2025 Bartlett & CO. Wealth Management LLC23,701$4.52M0.1%-1.5%0.012%
4/24/2025 Transcend Capital Advisors LLC9,395$1.79M0.1%+17.1%0.005%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA2,122$381K0.0%-6.6%0.001%
4/24/2025 Park Place Capital Corp20,160$3.84M1.0%-9.5%0.010%
4/24/2025 Diversified Trust Co17,719$3.38M0.1%+766.5%0.009%
4/24/2025 Alta Wealth Advisors LLC9,771$1.86M0.9%-35.4%0.005%
4/24/2025 Beacon Financial Advisory LLC4,862$927K0.3%+31.9%0.002%
4/24/2025 Falcon Wealth Planning26,372$5.03M0.6%+18.1%0.013%
4/24/2025 Tranquility Partners LLC10,215$1.95M0.8%+4.7%0.005%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/24/2025 First Merchants Corp106,605$20.32M0.8%+11.7%0.054%
4/24/2025 HighMark Wealth Management LLC221$42K0.0%-21.6%0.000%
4/24/2025 Holistic Planning LLC11,823$2.25M0.8%-1.5%0.006%
4/24/2025 Bank of Stockton57,195$10.90M3.5%+5.4%0.029%
4/23/2025 Western Financial Corp CA1,193$227K0.1%N/A0.001%
4/23/2025 Western Wealth Management LLC50,731$9.67M0.6%+4.9%0.026%
4/23/2025 Creative Financial Designs Inc. ADV6,249$1.19M0.1%+3.8%0.003%
4/23/2025 Sequoia Financial Advisors LLC27,597$5.26M0.0%+189.6%0.014%
4/23/2025 Pure Financial Advisors LLC33,915$6.46M0.1%-1.0%0.017%
4/23/2025 SOL Capital Management CO15,560$2.97M0.3%+1.0%0.008%
4/23/2025 Lifelong Wealth Advisors Inc.20,682$3.94M1.8%+41.3%0.011%
4/23/2025 TSA Wealth Managment LLC56,202$10.71M4.3%+36.3%0.029%
4/23/2025 Perigon Wealth Management LLC102,625$19.56M0.5%+37.2%0.052%
4/23/2025 Alpine Bank Wealth Management24,944$4.75M0.8%N/A0.013%
4/23/2025 HBK Sorce Advisory LLC8,526$1.63M0.0%+11.6%0.004%
4/23/2025 Pinnacle Bancorp Inc.21,981$4.19M1.4%-2.0%0.011%
4/23/2025 Golden State Wealth Management LLC5,235$1M0.1%+162.7%0.003%
4/23/2025 Bessemer Group Inc.9,508$1.81M0.0%+4.2%0.005%
4/23/2025 Aurora Private Wealth Inc.285,301$54.37M1.5%+12,139.4%0.145%
4/23/2025 Independent Solutions Wealth Management LLC77,037$14.68M3.3%-1.1%0.039%
4/23/2025 Spire Wealth Management161,329$30.75M1.0%-0.8%0.082%
4/23/2025 Saxony Capital Management LLC26,104$4.98M4.4%+93.7%0.013%
4/23/2025 Berkshire Money Management Inc.131,755$25.11M2.8%-36.2%0.067%
4/23/2025 Gray Private Wealth LLC18,646$3.55M2.1%-1.5%0.009%
4/23/2025 Daymark Wealth Partners LLC36,145$6.89M0.3%-0.7%0.018%
4/23/2025 Golden State Equity Partners3,401$648K0.1%-31.8%0.002%
4/23/2025 Mattern Wealth Management LLC11,070$2.11M0.5%+2.2%0.006%
4/23/2025 Balance Wealth LLC3,768$718K0.5%N/A0.002%
4/23/2025 Koesten Hirschmann & Crabtree INC.2,255$430K0.2%-4.2%0.001%
4/23/2025 Archford Capital Strategies LLC1,384$264K0.0%N/A0.001%
4/23/2025 Financial Enhancement Group LLC32,781$5.83M0.9%-40.5%0.017%
4/23/2025 Fourth Dimension Wealth LLC200$38K0.0%N/A0.000%
4/23/2025 International Assets Investment Management LLC6,628$1.26M0.0%+1.2%0.003%
4/23/2025 New Covenant Trust Company N.A.1,711$323K0.3%N/A0.001%
4/23/2025 Balboa Wealth Partners1,153$220K0.1%-88.0%0.001%
4/23/2025 Pacific Financial Group Inc.35,341$6.74M5.4%-0.7%0.018%
4/23/2025 IMG Wealth Management Inc.181$34K0.0%N/A0.000%
4/23/2025 Chevy Chase Trust Holdings LLC5,355$1.02M0.0%-6.1%0.003%
4/23/2025 Keystone Financial Services75,227$14.34M5.5%+40.7%0.038%
4/23/2025 YHB Investment Advisors Inc.35,291$6.73M0.6%+0.4%0.018%
4/23/2025 Southern Capital Advisors LLC17,401$3.32M1.8%+15.3%0.009%
4/23/2025 Clearview Wealth Advisors LLC8,867$1.69M1.3%+24.4%0.005%
4/23/2025 Consolidated Portfolio Review Corp1,144$218K0.0%N/A0.001%
4/23/2025 Professional Financial Advisors LLC6,038$1.15M0.3%+5.8%0.003%
4/23/2025 FORM Wealth Advisors LLC16,048$3.06M0.4%N/A0.008%
4/23/2025 GHP Investment Advisors Inc.98,533$18.78M0.9%-1.4%0.050%
4/23/2025 Narwhal Capital Management93,284$17.78M1.6%+3.9%0.048%
4/23/2025 Guardian Financial Partners LLC3,965$756K0.4%N/A0.002%
4/23/2025 Chapin Davis Inc.5,651$1.08M0.4%-1.6%0.003%
4/23/2025 Eagle Strategies LLC3,589$684K0.1%+3.3%0.002%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/23/2025 Valmark Advisers Inc.309,696$59.02M0.9%-0.8%0.158%
4/23/2025 Oppenheimer & Co. Inc.26,419$5.04M0.1%+2.9%0.013%
4/23/2025 Vantage Point Financial LLC6,311$1.20M0.6%+29.1%0.003%
4/23/2025 Continuum Advisory LLC4,085$779K0.1%-7.4%0.002%
4/22/2025 XML Financial LLC1,179$225K0.0%-36.0%0.001%
4/22/2025 JFS Wealth Advisors LLC130,444$24.86M1.7%-1.8%0.066%
4/22/2025 5T Wealth LLC26,112$4.98M2.7%+1.0%0.013%
4/22/2025 Encompass Wealth Advisors LLC162,167$30.91M12.6%+3.8%0.083%
4/22/2025 Rodgers & Associates LTD48,941$9.33M1.1%+4.4%0.025%
4/22/2025 Amarillo National Bank269,746$51.41M10.0%-0.8%0.137%
(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, 1,591 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.22B), Envestnet Asset Management Inc. ($2.56B), Morgan Stanley ($1.73B), Bank of America Corp DE ($1.56B), Wells Fargo & Company MN ($1.24B), Graham Capital Wealth Management LLC ($1.09B), 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 1,324 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), Envestnet Portfolio Solutions Inc. ($1.64M), Raymond James Financial Inc. ($1.63M), The Manufacturers Life Insurance Company ($1.48M), Cetera Investment Advisers ($1.44M), Park Avenue Securities LLC ($1.42M), and Envestnet Asset Management Inc. ($1.41M).

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

Institutional investors have bought a total of 45,778,315 shares in the last 24 months. This purchase volume represents approximately $8.24B in transactions.

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

Of the 957 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. ($5.45M), Sierra Capital LLC ($4.16M), International Assets Investment Management LLC ($1.33M), US Bancorp DE ($880.07K), Envestnet Asset Management Inc. ($801.41K), Wells Fargo & Company MN ($462.23K), and USA Financial Formulas ($404.25K).

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

Institutional investors have sold a total of 26,678,455 shares in the last 24 months. This volume of shares sold represents approximately $4.64B in transactions.


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This page (NYSEARCA:IVE) was last updated on 4/26/2025 by MarketBeat.com Staff
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