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

iShares S&P 500 Value ETF logo
$172.67 -10.64 (-5.80%)
Closing price 04/4/2025 04:10 PM Eastern
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$171.60 -1.07 (-0.62%)
As of 04/4/2025 07:46 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)
974
Total
Institutional Inflows
(last 12 months)
$4.93B
Number of
Institutional Sellers
(last 12 months)
671
Total
Institutional Outflows
(last 12 months)
$2.53B
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IVE Institutional Buying and Selling by Quarter

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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
4/4/2025Quent Capital LLC2,740$522K0.1%-6.5%0.001%
4/3/2025 First Hawaiian Bank124,625$23.75M1.5%-4.4%0.064%
4/3/2025 Magnolia Capital Management Ltd.7,310$1.39M1.2%+1.1%0.004%
4/2/2025 Global Wealth Strategies & Associates283$54K0.0%N/A0.000%
4/1/2025 MassMutual Private Wealth & Trust FSB333$63K0.0%N/A0.000%
3/27/2025Milestone Asset Management Group LLC3,937$752K0.7%N/A0.002%
3/24/2025Mascagni Wealth Management Inc.231$44K0.0%N/A0.000%
3/19/2025M1 Capital Management LLC71,423$13.63M7.4%N/A0.037%
3/18/2025Objective Capital Management LLC8,976$1.71M1.1%-30.4%0.005%
3/18/2025Thoma Capital Management LLC60,680$11.58M7.9%N/A0.031%
3/17/2025Wealth Enhancement Advisory Services LLC85,548$16.33M0.0%+1.4%0.044%
3/17/2025Members Wealth LLC5,667$1.11M0.8%N/A0.003%
3/12/2025Centaurus Financial Inc.33,577$6.41M0.4%+345.7%0.017%
3/11/2025Lighthouse Financial LLC34,649$6.61M5.4%N/A0.018%
3/10/2025Old North State Trust LLC1,759$336K0.2%-4.2%0.001%
3/6/2025Copia Wealth Management1,593$304K0.3%N/A0.001%
3/6/2025Wood Tarver Financial Group LLC342$65K0.0%N/A0.000%
3/6/2025Kilter Group LLC38,960$7.44M4.8%N/A0.021%
3/5/2025Probity Advisors Inc.269,058$51.36M9.9%+2.4%0.148%
3/4/2025Dogwood Wealth Management LLC237$45K0.0%N/A0.000%
3/3/2025Cim LLC2,735$522K0.1%-5.0%0.001%
2/28/2025BridgePort Financial Solutions LLC12,380$2.41M1.1%N/A0.007%
2/28/2025Brooklyn FI LLC1,412$270K0.0%N/A0.001%
2/27/2025Bernard Wealth Management Corp.345$66K0.0%N/A0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.7,374$1.41M0.2%+186.1%0.004%
2/26/2025Capital A Wealth Management LLC7,858$1.50M2.5%N/A0.004%
2/26/2025Discipline Wealth Solutions LLC4,182$798K0.4%-7.7%0.002%
2/26/2025Ballentine Capital Advisors Inc2,833$541K0.3%-2.5%0.002%
2/25/2025Heck Capital Advisors LLC42,662$8.14M0.5%N/A0.023%
2/25/2025B. Riley Wealth Advisors Inc.45,784$8.74M0.3%-30.1%0.025%
2/25/2025Brick & Kyle Associates1,226$234K0.1%N/A0.001%
2/25/2025Armis Advisers LLC6,711$1.28M0.2%N/A0.004%
2/25/2025Integrated Advisors Network LLC1,844$352K0.0%+48.2%0.001%
2/24/2025Instrumental Wealth LLC59,349$11.66M11.0%+9.8%0.033%
2/24/2025Great Valley Advisor Group Inc.43,534$8.31M0.2%+1.2%0.024%
2/24/2025United Advisor Group LLC8,620$1.65M0.3%-0.8%0.005%
2/22/2025American Trust3,404$650K0.0%N/A0.002%
2/21/2025Ascent Group LLC42,303$8.08M0.6%+6.2%0.023%
2/20/2025Forum Financial Management LP8,488$1.62M0.0%-1.1%0.005%
2/20/2025Michels Family Financial LLC5,685$1.09M1.0%N/A0.003%
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2/20/2025Castlekeep Investment Advisors LLC183,817$35.09M5.8%N/A0.101%
2/19/2025ARQ Wealth Advisors LLC3,607$689K0.3%+2.0%0.002%
2/19/2025Invst LLC63,814$12.18M1.5%+5.6%0.035%
2/19/2025Pinney & Scofield Inc.137$26K0.0%N/A0.000%
2/19/2025WCG Wealth Advisors LLC26,767$5.11M0.3%+2.3%0.015%
2/18/2025Pacific Point Advisors LLC3,964$776K0.5%N/A0.002%
2/18/2025Western Wealth Management LLC2,684$512K0.2%-94.7%0.001%
2/18/2025Helium Advisors LLC5,008$956K0.8%N/A0.003%
2/18/2025Sunbelt Securities Inc.47,756$9.10M0.8%+15.2%0.026%
2/18/2025Stonebridge Financial Planning Group LLC8,458$1.61M0.7%+1.8%0.005%
2/18/2025Pettinga Financial Advisors LLC77,048$14.71M3.3%+2.2%0.043%
2/18/2025Navalign LLC2,854$545K0.2%-3.6%0.002%
2/18/2025JT Stratford LLC3,235$617K0.1%-37.5%0.002%
2/18/2025Pinkerton Retirement Specialists LLC186,462$35.59M5.2%N/A0.104%
2/18/2025Novak & Powell Financial Services Inc.3,969$758K0.4%+9.2%0.002%
2/18/2025Focus Partners Advisor Solutions LLC15,015$2.87M0.0%-7.0%0.008%
2/18/2025First Heartland Consultants Inc.37,985$7.25M0.7%+10.7%0.021%
2/18/2025Glen Eagle Advisors LLC22,624$4.32M0.7%-1.4%0.013%
2/18/2025Talisman Wealth Advisors LLC1,065$203K0.2%N/A0.001%
2/17/2025Waverly Advisors LLC108,328$20.68M0.3%+17.4%0.060%
2/17/2025Willis Johnson & Associates Inc.33,995$6.49M0.5%-1.2%0.019%
2/17/2025Vident Advisory LLC2,504$478K0.0%+22.6%0.001%
2/17/2025Vienna Asset Management LLC1,152$220K0.1%N/A0.001%
2/17/2025Visionary Wealth Advisors2,319$443K0.0%-5.4%0.001%
2/17/2025Vivaldi Capital Management LP1,527$303K0.0%+18.6%0.001%
2/17/2025St. Clair Advisors LLC18,653$3.56M1.0%N/A0.010%
2/17/2025Two Sigma Investments LP34,900$6.66M0.0%N/A0.019%
2/17/2025TrinityPoint Wealth LLC1,978$378K0.1%+5.3%0.001%
2/17/2025Salus Financial Advisors LLC2,190$418K0.3%N/A0.001%
2/17/2025Scissortail Wealth Management LLC47,906$9.14M2.3%+5,814.3%0.027%
2/17/2025Sentinus LLC31,954$6.10M1.8%+560.5%0.018%
2/17/2025Snowden Capital Advisors LLC36,303$6.93M0.2%-1.9%0.020%
2/17/2025Silvercrest Asset Management Group LLC6,201$1.18M0.0%-1.6%0.003%
2/17/2025Royal Bank of Canada1,221,993$233.26M0.0%-4.2%0.682%
2/17/2025Redwood Investment Management LLC7,587$1.45M0.1%+5.1%0.004%
2/17/2025Quadcap Wealth Management LLC4,294$820K0.1%-3.4%0.002%
2/17/2025Quantinno Capital Management LP9,746$1.86M0.0%-20.6%0.005%
2/17/2025Pathstone Holdings LLC117,834$22.49M0.1%-0.8%0.066%
2/17/2025NorthRock Partners LLC1,552$296K0.0%N/A0.001%
2/17/2025Marathon Partners Equity Management LLC8,250$1.58M1.4%N/A0.005%
2/17/2025Measured Risk Portfolios Inc.312$60K0.1%N/A0.000%
2/17/2025Morse Asset Management Inc214$41K0.0%N/A0.000%
2/17/2025Millennium Management LLC3,334$636K0.0%+101.3%0.002%
2/17/2025Laird Norton Wetherby Wealth Management LLC54,950$10.49M0.5%-18.4%0.031%
2/17/2025LifePlan Investment Advisors Inc.6,508$1.24M0.8%+10.0%0.004%
2/17/2025Investor s Fiduciary Advisor Network LLC4,569$872K0.3%N/A0.003%
2/17/2025Guardian Wealth Advisors LLC NC622$119K0.0%+393.7%0.000%
2/17/2025Gen Wealth Partners Inc16,367$3.12M1.3%+4.8%0.009%
2/17/2025Focus Partners Wealth412,643$79.60M0.2%+55.2%0.230%
2/17/2025Family Management Corp530$101K0.0%N/A0.000%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
2/17/2025Fullcircle Wealth LLC8,736$1.72M0.7%+12.5%0.005%
2/17/2025Clark Capital Management Group Inc.1,179$225K0.0%-28.2%0.001%
2/17/2025Clarity Asset Management Inc.4,513$861K0.6%-3.3%0.003%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main910$174K0.0%-5.9%0.001%
2/17/2025Dimension Capital Management LLC3,873$739K0.1%+2.5%0.002%
2/17/2025EP Wealth Advisors LLC41,698$7.96M0.1%+4.1%0.023%
2/17/2025CoreCap Advisors LLC41,937$8.01M0.4%+191.5%0.023%
2/17/2025Covenant Partners LLC769$147K0.0%-22.9%0.000%
2/17/2025Cresset Asset Management LLC37,666$7.19M0.0%-21.8%0.021%
2/17/2025Cambridge Investment Research Advisors Inc.362,416$69.18M0.2%+12.8%0.202%
(Data available from 1/1/2016 forward)

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IVE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVE shares?

During the previous two years, 1,575 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 1,299 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), Raymond James Financial Inc. ($1.63M), The Manufacturers Life Insurance Company ($1.48M), Envestnet Portfolio Solutions Inc. ($1.47M), Cetera Investment Advisers ($1.44M), Envestnet Asset Management Inc. ($1.41M), and CWM LLC ($1.05M).

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

Institutional investors have bought a total of 42,772,584 shares in the last 24 months. This purchase volume represents approximately $7.64B in transactions.

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

Of the 947 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 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 26,141,408 shares in the last 24 months. This volume of shares sold represents approximately $4.52B in transactions.


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This page (NYSEARCA:IVE) was last updated on 4/5/2025 by MarketBeat.com Staff
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