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

$186.70
+0.54 (+0.29%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for iShares S&P 500 Value ETF (NYSEARCA:IVE)

Number of
Institutional Buyers
(last 12 months)
745
Total
Institutional Inflows
(last 12 months)
$3.82B
Number of
Institutional Sellers
(last 12 months)
614
Total
Institutional Outflows
(last 12 months)
$1.20B
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IVE Institutional Buying and Selling by Quarter

iShares S&P 500 Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI67,792$12.66M0.4%+1.1%0.038%
5/17/2024 National Wealth Management Group LLC5,289$988K0.8%-3.2%0.003%
5/17/2024 First Western Trust Bank3,934$735K0.0%-2.8%0.002%
5/17/2024 Beacon Capital Management LLC661$123K0.0%+726.3%0.000%
5/17/2024 Semmax Financial Advisors Inc.2,413$444K0.1%+202.0%0.001%
5/17/2024 Hancock Whitney Corp28,944$5.41M0.2%-45.9%0.016%
5/17/2024 Comerica Bank387,706$72.43M0.3%-7.0%0.216%
5/17/2024 Creekmur Asset Management LLC1,878$351K0.1%-46.2%0.001%
5/17/2024 Wiser Advisor Group LLC791$148K0.2%+3,666.7%0.000%
5/16/2024 Redwood Investment Management LLC6,688$1.25M0.1%N/A0.004%
5/16/2024 Global Financial Private Client LLC660$123K0.1%N/A0.000%
5/16/2024 B. Riley Wealth Advisors Inc.45,343$8.47M0.2%+46.5%0.025%
5/16/2024 Ancora Advisors LLC4,855$907K0.0%+10.8%0.003%
5/16/2024 High Falls Advisors Inc72,130$13.48M3.4%N/A0.040%
5/16/2024 Icon Wealth Advisors LLC80,808$15.10M1.4%N/A0.045%
5/16/2024Benchmark Investment Advisors LLC5,194$970K0.8%+265.5%0.003%
5/16/2024 Waverly Advisors LLC7,460$1.39M0.0%+82.1%0.004%
5/16/2024 Silvercrest Asset Management Group LLC7,051$1.32M0.0%-7.8%0.004%
5/16/2024 Captrust Financial Advisors133,794$24.99M0.1%-17.9%0.075%
5/15/2024 Ascent Group LLC29,278$5.47M0.5%+13.4%0.016%
5/15/2024 SVB Wealth LLC3,188$596K0.0%-2.6%0.002%
5/15/2024 Flow Traders U.S. LLC17,311$3.23M0.2%-4.9%0.010%
5/15/2024 Mount Yale Investment Advisors LLC17,988$3.36M0.3%+808.5%0.010%
5/15/2024 Blue Edge Capital LLC38,042$7.11M1.2%+9.5%0.021%
5/15/2024 BOKF NA112,472$20.88M0.4%-15.2%0.063%
5/15/2024 Kestra Advisory Services LLC550,977$102.93M0.7%+4.7%0.308%
5/14/2024 JT Stratford LLC2,358$440K0.1%N/A0.001%
5/14/2024 Cadence Bank15,602$2.92M0.2%+0.5%0.009%
5/14/2024 First Commonwealth Financial Corp PA 22,991$4.30M1.1%-2.0%0.013%
5/14/2024 Axxcess Wealth Management LLC9,063$1.69M0.0%+43.8%0.005%
5/14/2024 EP Wealth Advisors LLC40,438$7.55M0.1%+0.9%0.023%
5/14/2024 CreativeOne Wealth LLC112,195$20.96M0.8%N/A0.063%
5/14/2024 Sax Wealth Advisors LLC19,305$3.61M0.4%+0.8%0.011%
5/14/2024 Mattern Wealth Management LLC11,131$2.08M0.5%+1.0%0.006%
5/14/2024 Tiemann Investment Advisors LLC7,782$1.45M0.7%+7.1%0.004%
5/14/2024 American International Group Inc.94,900$17.73M0.1%-24.8%0.053%
5/14/2024 Vaughan David Investments LLC IL1,139$213K0.0%-44.3%0.001%
5/14/2024 Lake Street Advisors Group LLC2,910$544K0.0%N/A0.002%
5/13/2024 Bessemer Group Inc.7,809$1.46M0.0%-33.5%0.004%
5/13/2024 Atlanta Consulting Group Advisors LLC3,167$592K0.2%N/A0.002%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
5/13/2024 Texas Capital Bank Wealth Management Services Inc6,425$1.20M0.1%-45.2%0.004%
5/13/2024 O Shaughnessy Asset Management LLC7,303$1.36M0.0%+16.5%0.004%
5/13/2024 Ameritas Investment Partners Inc.137,298$25.65M0.9%-7.6%0.077%
5/13/2024 PAX Financial Group LLC39,486$7.38M1.5%+1.8%0.022%
5/11/2024 Resurgent Financial Advisors LLC4,548$850K0.5%+156.5%0.003%
5/11/2024 Hirtle Callaghan & Co LLC11,944$2.23M0.1%-16.9%0.007%
5/10/2024 Osaic Holdings Inc.562,479$105.11M0.2%-37.0%0.314%
5/10/2024 Rodgers & Associates LTD45,052$8.42M1.1%-0.4%0.025%
5/10/2024 Fiducient Advisors LLC1,204$225K0.0%N/A0.001%
5/10/2024 Alera Investment Advisors LLC57,864$10.81M1.5%-21.8%0.032%
5/10/2024 JPMorgan Chase & Co.17,776,089$3.32B0.3%+5.1%9.922%
5/10/2024 Broadview Financial Management LLC58,417$10.91M7.9%+0.2%0.033%
5/10/2024 Pinnacle Wealth Planning Services Inc.4,910$917K0.1%+33.3%0.003%
5/10/2024 First Foundation Advisors3,751$701K0.0%+41.5%0.002%
5/10/2024 Pinkerton Retirement Specialists LLC172,362$32.20M5.2%+9.5%0.096%
5/10/2024 Prevail Innovative Wealth Advisors LLC2,116$395K0.1%N/A0.001%
5/10/2024 Banco Santander S.A.106,068$19.82M0.2%-2.0%0.059%
5/10/2024 Truepoint Inc.20,328$3.80M0.1%+0.7%0.011%
5/10/2024 1ST Source Bank5,384$1.01M0.1%-1.8%0.003%
5/10/2024 Nwam LLC16,710$3.04M0.2%+43.0%0.009%
5/9/2024 Forum Financial Management LP8,510$1.59M0.0%-0.9%0.005%
5/9/2024 Dorsey & Whitney Trust CO LLC19,404$3.63M0.2%-6.6%0.011%
5/9/2024 Brighton Jones LLC13,693$2.56M0.1%+3.1%0.008%
5/9/2024 ProVise Management Group LLC1,719$321K0.0%-82.4%0.001%
5/9/2024 Orion Portfolio Solutions LLC55,147$10.30M0.1%+934.3%0.031%
5/9/2024 Blair William & Co. IL35,232$6.58M0.0%-1.5%0.020%
5/9/2024 Renasant Bank20,164$3.77M2.7%-0.3%0.011%
5/9/2024 HBK Sorce Advisory LLC7,772$1.45M0.1%+1.1%0.004%
5/9/2024 Kingsview Wealth Management LLC3,219$601K0.0%+32.3%0.002%
5/9/2024 Condor Capital Management149,968$28.02M2.7%-1.1%0.084%
5/9/2024 Delta Investment Management LLC1,161$217K0.0%-95.6%0.001%
5/9/2024 TBH Global Asset Management LLC4,371$816K0.2%-3.8%0.002%
5/9/2024 SageView Advisory Group LLC7,033$1.37M0.1%+5.5%0.004%
5/9/2024 Avid Wealth Partners LLC28,263$5.28M4.2%N/A0.016%
5/9/2024 Interchange Capital Partners LLC6,861$1.29M0.9%N/A0.004%
5/9/2024 Koshinski Asset Management Inc.9,998$1.87M0.2%+136.4%0.006%
5/8/2024 Berkshire Money Management Inc.199,667$37.30M4.5%+2.1%0.111%
5/8/2024 Schneider Downs Wealth Management Advisors LP6,062$1.13M0.3%-2.7%0.003%
5/8/2024 Camarda Financial Advisors LLC62,467$11.67M4.7%-3.7%0.035%
5/8/2024 Foundation Wealth Management LLC167,715$31.33M25.5%+6.6%0.094%
5/8/2024 MAI Capital Management734,925$137.29M1.4%+15.2%0.410%
5/8/2024 West Wealth Group LLC155,284$29.01M10.7%N/A0.087%
5/8/2024 TSA Wealth Managment LLC43,617$8.15M3.5%N/A0.024%
5/8/2024 Bleakley Financial Group LLC8,352$1.56M0.0%-3.3%0.005%
5/8/2024 Avantax Advisory Services Inc.154,926$28.94M0.3%+63.3%0.086%
5/8/2024 US Bancorp DE1,539,081$287.52M0.4%+9.9%0.859%
5/8/2024 Hohimer Wealth Management LLC28,032$5.24M1.2%+506.5%0.016%
5/8/2024 Astoria Strategic Wealth Inc.60,595$11.32M3.6%+2.5%0.034%
5/8/2024 Tranquility Partners LLC9,673$1.81M0.7%+1.9%0.005%
5/8/2024 Watershed Private Wealth LLC7,011$1.31M0.6%-82.0%0.004%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
5/8/2024 Legacy Capital Group California Inc.3,159$590K0.2%-41.5%0.002%
5/8/2024 New Republic Capital LLC2,487$465K0.3%+104.5%0.001%
5/8/2024 Semus Wealth Partners LLC1,655$309K0.3%N/A0.001%
5/7/2024 Verus Capital Partners LLC10,183$1.90M0.2%N/A0.006%
5/7/2024 Capital Square LLC4,284$800K0.6%N/A0.002%
5/7/2024 Sei Investments Co.40,011$7.47M0.0%-9.9%0.022%
5/7/2024 SilverOak Wealth Management LLC94,783$17.71M4.4%-3.7%0.053%
5/7/2024 Concurrent Investment Advisors LLC101,712$19.00M0.8%+9.8%0.057%
5/7/2024 Atomi Financial Group Inc.2,037$380K0.0%N/A0.001%
5/7/2024 Reynders McVeigh Capital Management LLC2,283$427K0.0%-4.6%0.001%
(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, 1,321 institutional investors and hedge funds held shares of iShares S&P 500 Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.32B), Morgan Stanley ($1.73B), Wells Fargo & Company MN ($1.32B), Graham Capital Wealth Management LLC ($1.09B), Bank of America Corp DE ($1.06B), Envestnet Asset Management Inc. ($750.19M), and UBS Group AG ($618.77M).Learn more on IVE's institutional investors.

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

Of the 1,119 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: JPMorgan Chase & Co. ($4.20M), Envestnet Asset Management Inc. ($2.07M), Envestnet Portfolio Solutions Inc. ($1.38M), International Assets Investment Management LLC ($1.12M), CWM LLC ($1.06M), The Manufacturers Life Insurance Company ($983.55K), and Park Avenue Securities LLC ($872.86K).

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

Institutional investors have bought a total of 40,870,849 shares in the last 24 months. This purchase volume represents approximately $6.48B in transactions.

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

Of the 831 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. ($4.65M), Envestnet Asset Management Inc. ($2.06M), Varma Mutual Pension Insurance Co ($1.45M), Sierra Capital LLC ($1.37M), M&T Bank Corp ($622.35K), Barber Financial Group Inc. ($530.04K), and Cambridge Investment Research Advisors Inc. ($481.38K).

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

Institutional investors have sold a total of 26,090,704 shares in the last 24 months. This volume of shares sold represents approximately $3.89B in transactions.


This page (NYSEARCA:IVE) was last updated on 5/20/2024 by MarketBeat.com Staff

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