Who Owns iShares S&P 500 Value ETF (IVE)?Hedge Fund & Institutional Holders

$209.07-1.03 (-0.49%)Financial ServicesNYSE_ARCA

Institutional Holders

1,500

as of QNaN NaN

Total Institutional Value

$23133.9T

% of Float Held

—

QoQ Change in Holders

+1500 / -0

Price History

$168.34$181.78$195.22$208.65$222.09Sep 24Jun 25Mar 26

IVE — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
ENVESTNET ASSET MANAGEMENT INCNew18.6M$3553.1T100.00%
MORGAN STANLEYNew13.8M$2633.8T100.00%
BANK OF AMERICA CORP /DE/New8.6M$1635.2T100.00%
LPL Financial LLCNew7.0M$1329.7T100.00%
WELLS FARGO & COMPANY/MNNew6.3M$1194.9T100.00%
UBS Group AGNew3.6M$678.2T100.00%
STIFEL FINANCIAL CORPNew2.7M$517.1T100.00%
GOLDMAN SACHS GROUP INCNew2.6M$493.6T79.89%
AMERIPRISE FINANCIAL INCNew2.5M$485.4T100.00%
PNC FINANCIAL SERVICES GROUP, INC.New2.3M$430.2T100.00%
Cetera Investment AdvisersNew2.0M$373.5T100.00%
BlackRock, Inc.New1.8M$344.5T7.24%
Lido Advisors, LLCNew1.7M$319.6T100.00%
RAYMOND JAMES FINANCIAL INCNew1.6M$304.7T100.00%
ROYAL BANK OF CANADANew1.3M$238.7T49.88%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1ENVESTNET ASSET MANAGEMENT INC18,643,646$3553.1T100.00%New
2MORGAN STANLEY13,819,800$2633.8T100.00%New
3BANK OF AMERICA CORP /DE/8,579,964$1635.2T100.00%New
4LPL Financial LLC6,977,283$1329.7T100.00%New
5WELLS FARGO & COMPANY/MN6,269,711$1194.9T100.00%New
6UBS Group AG3,558,744$678.2T100.00%New
7STIFEL FINANCIAL CORP2,713,290$517.1T100.00%New
8GOLDMAN SACHS GROUP INC2,590,004$493.6T79.89%New
9AMERIPRISE FINANCIAL INC2,546,232$485.4T100.00%New
10PNC FINANCIAL SERVICES GROUP, INC.2,257,076$430.2T100.00%New
11Cetera Investment Advisers1,960,044$373.5T100.00%New
12BlackRock, Inc.1,807,569$344.5T7.24%New
13Lido Advisors, LLC1,677,023$319.6T100.00%New
14RAYMOND JAMES FINANCIAL INC1,598,578$304.7T100.00%New
15ROYAL BANK OF CANADA1,252,572$238.7T49.88%New
16MML INVESTORS SERVICES, LLC1,164,224$221.9T100.00%New
17COMMONWEALTH EQUITY SERVICES, LLC1,119,046$213.3T100.00%New
18Mariner, LLC1,096,426$208.9T100.00%New
19MAI Capital Management985,720$187.9T100.00%New
20M&T BANK CORP930,804$177.4T100.00%New
21SOFI WEALTH, LLC897,268$171.0T12.86%New
22NewEdge Advisors, LLC733,872$139.9T100.00%New
23Composition Wealth, LLC723,475$137.9T2.76%New
24US BANCORP \DE\708,297$135.0T100.00%New
25OneDigital Investment Advisors LLC660,120$125.8T100.00%New
26HUNTINGTON NATIONAL BANK656,507$125.1T100.00%New
27Rehmann Capital Advisory Group634,066$120.8T7.61%New
28Kovitz Investment Group Partners, LLC592,878$113.0T100.00%New
29CLIFTONLARSONALLEN WEALTH ADVISORS, LLC557,167$106.2T100.00%New
30FOUNDATIONS INVESTMENT ADVISORS, LLC550,534$104.9T100.00%New
31OSAIC HOLDINGS, INC.546,084$104.2T100.00%New
32HighTower Advisors, LLC545,081$103.9T100.00%New
33AVANTAX ADVISORY SERVICES, INC.542,286$103.3T100.00%New
34Calamos Wealth Management LLC542,196$103.3T5.15%New
35TRUIST FINANCIAL CORP498,057$94.9T100.00%New
36UNITED CAPITAL FINANCIAL ADVISORS, LLC494,055$94.2T100.00%New
37LVZ, Inc.440,965$84.0T11.03%New
38Focus Partners Wealth413,144$78.7T100.00%New
39HOME FEDERAL BANK OF TENNESSEE391,037$74.5T22.05%New
40COMERICA BANK370,893$70.7T100.00%New
41MONETA GROUP INVESTMENT ADVISORS LLC351,642$67.0T100.00%New
42Praetorian Wealth Management, Inc.348,366$66.4T16.19%New
43CHARLES SCHWAB INVESTMENT MANAGEMENT INC323,083$61.6T11.54%New
44Rockefeller Capital Management L.P.314,972$60.0T100.00%New
45Valmark Advisers, Inc.309,696$59.0T100.00%New
46Baird Financial Group, Inc.298,694$56.9T100.00%New
47COURIER CAPITAL LLC297,613$56.7T3.71%New
48LPWM LLC294,469$56.1T18.08%New
49Financial Engines Advisors L.L.C.291,920$55.6T100.00%New
50Ascent Group, LLC290,047$55.3T2.37%New

Similar Stocks by Institutional Ownership

VOO

Vanguard S&P 500 ETF

JPM

JPMorgan Chase & Co.

IVV

iShares Core S&P 500 ETF

SPY

State Street SPDR S&P 500 ETF Trust

VXUS

Vanguard Total International Stock ETF

V

Visa Inc.

VTI

Vanguard Total Stock Market ETF

MA

Mastercard Incorporated

As of QNaN NaN, 1500 institutional investors hold IVE (iShares S&P 500 Value ETF). The largest holder is ENVESTNET ASSET MANAGEMENT INC with $3553.1T in shares. This quarter, 1500 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own IVE?

As of QNaN NaN, 1500 institutional investors report holding IVE (iShares S&P 500 Value ETF) in their 13F filings.

Who is the largest institutional holder of IVE?

The largest institutional holder of IVE is ENVESTNET ASSET MANAGEMENT INC with $3553.1T in shares.

Is institutional ownership of IVE increasing or decreasing?

This quarter, 1500 institutions opened new positions in IVE and 0 closed their positions.