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

iShares S&P 500 Value ETF logo
$197.20 +2.62 (+1.35%)
Closing price 02/28/2025 04:10 PM Eastern
Extended Trading
$197.24 +0.05 (+0.02%)
As of 02/28/2025 07:57 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)
967
Total
Institutional Inflows
(last 12 months)
$4.89B
Number of
Institutional Sellers
(last 12 months)
669
Total
Institutional Outflows
(last 12 months)
$2.53B
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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
2/28/2025 BridgePort Financial Solutions LLC12,380$2.41M1.1%N/A0.007%
2/28/2025 Brooklyn FI LLC1,412$270K0.0%N/A0.001%
2/27/2025 Bernard Wealth Management Corp.345$66K0.0%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.7,374$1.41M0.2%+186.1%0.004%
2/26/2025 Capital A Wealth Management LLC7,858$1.50M2.5%N/A0.004%
2/26/2025 Discipline Wealth Solutions LLC4,182$798K0.4%-7.7%0.002%
2/26/2025 Ballentine Capital Advisors Inc2,833$541K0.3%-2.5%0.002%
2/25/2025 Heck Capital Advisors LLC42,662$8.14M0.5%N/A0.023%
2/25/2025 B. Riley Wealth Advisors Inc.45,784$8.74M0.3%-30.1%0.025%
2/25/2025 Brick & Kyle Associates1,226$234K0.1%N/A0.001%
2/25/2025 Armis Advisers LLC6,711$1.28M0.2%N/A0.004%
2/25/2025 Integrated Advisors Network LLC1,844$352K0.0%+48.2%0.001%
2/24/2025 Instrumental Wealth LLC59,349$11.66M11.0%+9.8%0.033%
2/24/2025 Great Valley Advisor Group Inc.43,534$8.31M0.2%+1.2%0.024%
2/24/2025 United Advisor Group LLC8,620$1.65M0.3%-0.8%0.005%
2/22/2025 American Trust3,404$650K0.0%N/A0.002%
2/21/2025 Ascent Group LLC42,303$8.08M0.6%+6.2%0.023%
2/20/2025 Forum Financial Management LP8,488$1.62M0.0%-1.1%0.005%
2/20/2025 Michels Family Financial LLC5,685$1.09M1.0%N/A0.003%
2/20/2025 Castlekeep Investment Advisors LLC183,817$35.09M5.8%N/A0.101%
2/19/2025 ARQ Wealth Advisors LLC3,607$689K0.3%+2.0%0.002%
2/19/2025 Invst LLC63,814$12.18M1.5%+5.6%0.035%
2/19/2025 Pinney & Scofield Inc.137$26K0.0%N/A0.000%
2/19/2025 WCG Wealth Advisors LLC26,767$5.11M0.3%+2.3%0.015%
2/18/2025 Pacific Point Advisors LLC3,964$776K0.5%N/A0.002%
2/18/2025 Western Wealth Management LLC2,684$512K0.2%-94.7%0.001%
2/18/2025 Helium Advisors LLC5,008$956K0.8%N/A0.003%
2/18/2025 Sunbelt Securities Inc.47,756$9.10M0.8%+15.2%0.026%
2/18/2025 Stonebridge Financial Planning Group LLC8,458$1.61M0.7%+1.8%0.005%
2/18/2025 Pettinga Financial Advisors LLC77,048$14.71M3.3%+2.2%0.043%
2/18/2025 Navalign LLC2,854$545K0.2%-3.6%0.002%
2/18/2025 JT Stratford LLC3,235$617K0.1%-37.5%0.002%
2/18/2025 Pinkerton Retirement Specialists LLC186,462$35.59M5.2%N/A0.104%
2/18/2025 Novak & Powell Financial Services Inc.3,969$758K0.4%+9.2%0.002%
2/18/2025 Focus Partners Advisor Solutions LLC15,015$2.87M0.0%-7.0%0.008%
2/18/2025 First Heartland Consultants Inc.37,985$7.25M0.7%+10.7%0.021%
2/18/2025 Glen Eagle Advisors LLC22,624$4.32M0.7%-1.4%0.013%
2/18/2025 Talisman Wealth Advisors LLC1,065$203K0.2%N/A0.001%
2/17/2025 Waverly Advisors LLC108,328$20.68M0.3%+17.4%0.060%
2/17/2025 Willis Johnson & Associates Inc.33,995$6.49M0.5%-1.2%0.019%
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2/17/2025 Vident Advisory LLC2,504$478K0.0%+22.6%0.001%
2/17/2025 Vienna Asset Management LLC1,152$220K0.1%N/A0.001%
2/17/2025 Visionary Wealth Advisors2,319$443K0.0%-5.4%0.001%
2/17/2025 Vivaldi Capital Management LP1,527$303K0.0%+18.6%0.001%
2/17/2025 St. Clair Advisors LLC18,653$3.56M1.0%N/A0.010%
2/17/2025 Two Sigma Investments LP34,900$6.66M0.0%N/A0.019%
2/17/2025 TrinityPoint Wealth LLC1,978$378K0.1%+5.3%0.001%
2/17/2025 Salus Financial Advisors LLC2,190$418K0.3%N/A0.001%
2/17/2025 Scissortail Wealth Management LLC47,906$9.14M2.3%+5,814.3%0.027%
2/17/2025 Sentinus LLC31,954$6.10M1.8%+560.5%0.018%
2/17/2025 Snowden Capital Advisors LLC36,303$6.93M0.2%-1.9%0.020%
2/17/2025 Silvercrest Asset Management Group LLC6,201$1.18M0.0%-1.6%0.003%
2/17/2025 Royal Bank of Canada1,221,993$233.26M0.0%-4.2%0.682%
2/17/2025 Redwood Investment Management LLC7,587$1.45M0.1%+5.1%0.004%
2/17/2025 Quadcap Wealth Management LLC4,294$820K0.1%-3.4%0.002%
2/17/2025 Quantinno Capital Management LP9,746$1.86M0.0%-20.6%0.005%
2/17/2025 Pathstone Holdings LLC117,834$22.49M0.1%-0.8%0.066%
2/17/2025 NorthRock Partners LLC1,552$296K0.0%N/A0.001%
2/17/2025 Marathon Partners Equity Management LLC8,250$1.58M1.4%N/A0.005%
2/17/2025 Measured Risk Portfolios Inc.312$60K0.1%N/A0.000%
2/17/2025 Morse Asset Management Inc214$41K0.0%N/A0.000%
2/17/2025 Millennium Management LLC3,334$636K0.0%+101.3%0.002%
2/17/2025 Laird Norton Wetherby Wealth Management LLC54,950$10.49M0.5%-18.4%0.031%
2/17/2025 LifePlan Investment Advisors Inc.6,508$1.24M0.8%+10.0%0.004%
2/17/2025 Investor s Fiduciary Advisor Network LLC4,569$872K0.3%N/A0.003%
2/17/2025 Guardian Wealth Advisors LLC NC622$119K0.0%+393.7%0.000%
2/17/2025 Gen Wealth Partners Inc16,367$3.12M1.3%+4.8%0.009%
2/17/2025 Focus Partners Wealth412,643$79.60M0.2%+55.2%0.230%
2/17/2025 Family Management Corp530$101K0.0%N/A0.000%
2/17/2025 Fullcircle Wealth LLC8,736$1.72M0.7%+12.5%0.005%
2/17/2025 Clark Capital Management Group Inc.1,179$225K0.0%-28.2%0.001%
2/17/2025 Clarity Asset Management Inc.4,513$861K0.6%-3.3%0.003%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main910$174K0.0%-5.9%0.001%
2/17/2025 Dimension Capital Management LLC3,873$739K0.1%+2.5%0.002%
2/17/2025 EP Wealth Advisors LLC41,698$7.96M0.1%+4.1%0.023%
2/17/2025 CoreCap Advisors LLC41,937$8.01M0.4%+191.5%0.023%
2/17/2025 Covenant Partners LLC769$147K0.0%-22.9%0.000%
2/17/2025 Cresset Asset Management LLC37,666$7.19M0.0%-21.8%0.021%
2/17/2025 Cambridge Investment Research Advisors Inc.362,416$69.18M0.2%+12.8%0.202%
2/17/2025 Cetera Investment Advisers1,631,317$311.39M0.7%+11.3%0.911%
2/17/2025 BOKF NA130,432$24.54M0.4%+8.9%0.073%
2/17/2025 Cahill Financial Advisors Inc.152,662$29.14M3.9%+2.2%0.085%
2/17/2025 Captrust Financial Advisors132,830$25.36M0.1%+0.7%0.074%
2/17/2025 Cary Street Partners Financial LLC5,222$997K0.0%N/A0.003%
2/17/2025 Castlekeep Investment Advisors LLC183,817$35.09M0.2%N/A0.103%
2/17/2025 Baird Financial Group Inc.337,828$64.49M0.1%-1.0%0.189%
2/17/2025 Baker Avenue Asset Management LP208,579$39.81M1.2%+0.3%0.116%
2/17/2025 Beverly Hills Private Wealth LLC1,209$231K0.0%-13.0%0.001%
2/17/2025 Bank of America Corp DE8,148,548$1.56B0.1%+2.5%4.548%
2/17/2025 Benjamin Edwards Inc.1,464$279K0.0%+18.7%0.001%
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2/17/2025 BIP Wealth LLC2,556$488K0.0%+25.8%0.001%
2/17/2025 BNP Paribas Financial Markets192,440$36.73M0.0%+46.0%0.107%
2/17/2025 Ameriprise Financial Inc.2,455,376$468.17M0.1%+7.5%1.371%
2/17/2025 Ancora Advisors LLC5,607$1.07M0.0%+6.8%0.003%
2/17/2025 Aptus Capital Advisors LLC10,902$2.08M0.0%+7.8%0.006%
2/17/2025 Apex Wealth Management LLC15,831$3.02M2.6%N/A0.009%
2/17/2025 Asset Management Group Inc.51,790$9.89M1.8%-1.4%0.029%
2/17/2025 Advocacy Wealth Management Services LLC175,124$33.43M2.5%+9.7%0.098%
2/14/2025 Gallagher Fiduciary Advisors LLC2,933$560K0.1%+5.9%0.002%
2/14/2025 South Plains Financial Inc.5,812$1.11M0.8%N/A0.003%
(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, 1,566 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 1,291 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 42,574,724 shares in the last 24 months. This purchase volume represents approximately $7.60B in transactions.

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

Of the 946 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 26,140,652 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 3/3/2025 by MarketBeat.com Staff
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