IVE Institutional Ownership
iShares S&P 500 Value ETF
1W: -1.0%
1M: -2.6%
3M: -0.6%
YTD: +7.9%
1Y: +11.4%
3Y: +56.2%
5Y: +67.8%
$229.62
+1.01 (+0.44%)
Weekly Expected Move ±1.2%
$224
$227
$230
$232
$235
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IVE
1,841
Institutional Holders
+52 vs prior quarter
0.0%
Ownership
+0.00pp
39B
Total Invested
148
New Positions
499
Increased
815
Reduced
67
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1911 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 23,349,327 | 5.4B | -4,380,128 | -15.8% | 79Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 16,247,060 | 3.7B | -935,017 | -5.4% | 88Q | SEC ↗ |
| 3 | MORGAN STANLEY | 14,914,723 | 3.4B | -9,234 | -0.1% | 60Q | SEC ↗ |
| 4 | LPL Financial LLC | 9,632,373 | 2.2B | -872,868 | -8.3% | 54Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 9,606,771 | 2.2B | +148,996 | +1.6% | 15Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 6,230,043 | 1.4B | +16,746 | +0.3% | 101Q | SEC ↗ |
| 7 | UBS Group AG | 3,584,194 | 823M | -59,307 | -1.6% | 47Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 3,566,472 | 819M | +305,458 | +9.4% | 49Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 3,065,888 | 704M | -229,242 | -7.0% | 40Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 2,897,188 | 665M | -112,012 | -3.7% | 16Q | SEC ↗ |
| 11 | CWM, LLC | 2,566,919 | 589M | -12,329 | -0.5% | 18Q | SEC ↗ |
| 12 | PNC Financial Services Group, Inc. | 2,209,817 | 507M | -61,196 | -2.7% | 15Q | SEC ↗ |
| 13 | Lido Advisors, LLC | 2,129,638 | 489M | +185,559 | +9.5% | 39Q | SEC ↗ |
| 14 | BlackRock, Inc. | 2,020,568 | 464M | -573,352 | -22.1% | 8Q | SEC ↗ |
| 15 | PARK AVENUE SECURITIES LLC | 1,811,031 | 416M | -388,280 | -17.7% | 25Q | SEC ↗ |
| 16 | Envestnet Portfolio Solutions, Inc. | 1,728,446 | 397M | -420,146 | -19.6% | 12Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 1,695,146 | 389M | -25,933 | -1.5% | 37Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 1,654,914 | 380M | +33,949 | +2.1% | 7Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 1,416,262 | 325M | +193 | +0.0% | 15Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 1,369,827 | 315M | -26,775 | -1.9% | 84Q | SEC ↗ |
| 21 | Cassaday & Co Wealth Management LLC | 1,255,289 | 288M | +57,326 | +4.8% | 15Q | SEC ↗ |
| 22 | MAI Capital Management | 1,225,815 | 281M | +218,009 | +21.6% | 47Q | SEC ↗ |
| 23 | Foundations Investment Advisors, LLC | 1,225,561 | 281M | +113,911 | +10.2% | 12Q | SEC ↗ |
| 24 | Focus Partners Wealth | 1,205,298 | 277M | -23,867 | -1.9% | 11Q | SEC ↗ |
| 25 | Janney Montgomery Scott LLC | 1,149,138 | 264M | -200,092 | -14.8% | 52Q | SEC ↗ |
| 26 | Mariner, LLC | 1,052,224 | 242M | -74,484 | -6.6% | 50Q | SEC ↗ |
| 27 | SOFI WEALTH, LLC | 1,038,423 | 238M | +58,458 | +6.0% | 7Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 976,621 | 224M | -62,662 | -6.0% | 35Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 970,074 | 223M | -168,077 | -14.8% | 76Q | SEC ↗ |
| 30 | FMR LLC | 818,023 | 188M | -421 | -0.1% | 88Q | SEC ↗ |
| 31 | NewEdge Advisors, LLC | 808,622 | 186M | -50,294 | -5.9% | 37Q | SEC ↗ |
| 32 | Sanctuary Advisors, LLC | 783,942 | 180M | -118,162 | -13.1% | 9Q | SEC ↗ |
| 33 | M&T Bank Corp | 768,621 | 176M | -29,587 | -3.7% | 20Q | SEC ↗ |
| 34 | Pacific Life Fund Advisors LLC NEW | 760,525 | 175M | — | +0.0% | 1Q | SEC ↗ |
| 35 | OneDigital Investment Advisors LLC | 758,206 | 174M | -207,383 | -21.5% | 35Q | SEC ↗ |
| 36 | Rehmann Capital Advisory Group | 740,561 | 170M | +23,850 | +3.3% | 26Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 731,726 | 168M | +45,113 | +6.6% | 26Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 670,326 | 154M | +6,646 | +1.0% | 54Q | SEC ↗ |
| 39 | JB Capital LLC | 663,124 | 152M | -145,370 | -18.0% | 10Q | SEC ↗ |
| 40 | JONES FINANCIAL COMPANIES LLLP | 641,496 | 147M | +55,765 | +9.5% | 26Q | SEC ↗ |
| 41 | Calamos Wealth Management LLC | 606,356 | 139M | +10,003 | +1.7% | 46Q | SEC ↗ |
| 42 | LVZ, Inc. | 575,983 | 132M | +3,321 | +0.6% | 51Q | SEC ↗ |
| 43 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 565,412 | 130M | -95,161 | -14.4% | 50Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 535,693 | 123M | -4,540 | -0.8% | 83Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 528,705 | 121M | -28,721 | -5.2% | 26Q | SEC ↗ |
| 46 | HUNTINGTON NATIONAL BANK | 499,590 | 115M | -14,650 | -2.8% | 82Q | SEC ↗ |
| 47 | Cerity Partners LLC | 477,313 | 110M | -40,188 | -7.8% | 36Q | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 451,033 | 104M | +24,605 | +5.8% | 34Q | SEC ↗ |
| 49 | Advocacy Wealth Management, LLC | 424,530 | 97M | -86,063 | -16.9% | 10Q | SEC ↗ |
| 50 | TRUIST FINANCIAL CORP | 422,037 | 97M | -137,282 | -24.5% | 53Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 760,525 | 175M |
| Global Retirement Partners, LLC | 161,930 | 37M |
| Curated Wealth Partners LLC | 159,970 | 37M |
| Diversify Advisory Services, LLC | 84,140 | 19M |
| J.W. COLE ADVISORS, INC. | 81,791 | 19M |
| Plancorp, LLC | 69,963 | 16M |
| IFG Advisory, LLC | 47,861 | 11M |
| JANE STREET GROUP, LLC | 37,077 | 9M |
| ALONGSIDE, LLC | 36,217 | 8M |
| 49 WEALTH MANAGEMENT, LLC | 36,217 | 8M |
| Landing Point Financial Group, LLC | 32,162 | 7M |
| Carmel Capital Partners, LLC | 30,747 | 7M |
| Point72 Asset Management, L.P. | 27,849 | 6M |
| RENAISSANCE TECHNOLOGIES LLC | 26,320 | 6M |
| CITADEL ADVISORS LLC | 23,297 | 5M |
| D. E. Shaw & Co., Inc. | 22,828 | 5M |
| a16z Perennial Management, L.P. | 19,804 | 5M |
| Hanson & Doremus Investment Managem | 17,050 | 4M |
| G&S Capital LLC | 15,864 | 4M |
| ZENITH SOLUTIONS, INC. | 15,621 | 4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 439,034 | 101M |
| EVOKE WEALTH, LLC | 247,726 | 57M |
| QUEST INVESTMENT MANAGEMENT LLC | 150,813 | 35M |
| Quadrant Private Wealth Management, | 70,489 | 16M |
| Graham Capital Management, L.P. | 47,750 | 11M |
| Polianta Ltd | 42,200 | 10M |
| Jump Financial, LLC | 30,262 | 7M |
| ASHTON THOMAS SECURITIES, LLC | 27,590 | 6M |
| Telos Capital Management, Inc. | 18,614 | 4M |
| XTX Topco Ltd | 16,037 | 4M |
| Capital Asset Managemnet, LLC | 15,861 | 4M |
| SOL Capital Management CO | 15,837 | 4M |
| M Holdings Securities, Inc. | 15,000 | 3M |
| ALLSTATE CORP | 14,138 | 3M |
| SeaBridge Investment Advisors LLC | 12,701 | 3M |
| Arete Wealth Advisors, LLC | 9,021 | 2M |
| Investor's Fiduciary Advisor Networ | 7,208 | 2M |
| Pinion Investment Advisors, LLC | 5,935 | 1M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 5,823 | 1M |
| PERSONAL CFO SOLUTIONS, LLC | 5,796 | 1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | +305,458 | +9.4% | 3,566,472 |
| MAI Capital Management | +218,009 | +21.6% | 1,225,815 |
| Lido Advisors, LLC | +185,559 | +9.5% | 2,129,638 |
| BANK OF AMERICA CORP /DE | +148,996 | +1.6% | 9,606,771 |
| Vise Technologies, Inc. | +117,058 | +329.5% | 152,586 |
| Foundations Investment Advisors, LL | +113,911 | +10.2% | 1,225,561 |
| Cosner Financial Group, LLC | +91,753 | +105.8% | 178,510 |
| Foster Victor Wealth Advisors, LLC | +60,698 | +4730.9% | 61,981 |
| SOFI WEALTH, LLC | +58,458 | +6.0% | 1,038,423 |
| Cassaday & Co Wealth Management LLC | +57,326 | +4.8% | 1,255,289 |
| MERCER GLOBAL ADVISORS INC /ADV | +56,848 | +50.7% | 168,907 |
| JONES FINANCIAL COMPANIES LLLP | +55,765 | +9.5% | 641,496 |
| Triad Wealth Partners, LLC | +54,564 | +21.0% | 314,821 |
| Founders Financial Alliance, LLC | +45,723 | +3693.3% | 46,961 |
| OSAIC HOLDINGS, INC. | +45,113 | +6.6% | 731,726 |
| Beacon Capital Management, LLC | +39,521 | +268.8% | 54,222 |
| Savant Capital, LLC | +37,979 | +41.6% | 129,353 |
| RAYMOND JAMES FINANCIAL INC | +33,949 | +2.1% | 1,654,914 |
| Corient Private Wealth LP | +29,376 | +23.3% | 155,184 |
| CITIGROUP INC | +25,514 | +22.0% | 141,459 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -4,380,128 | -15.8% | 23,349,327 |
| JPMORGAN CHASE & CO | -935,017 | -5.4% | 16,247,060 |
| LPL Financial LLC | -872,868 | -8.3% | 9,632,373 |
| Calamos Advisors LLC | -596,587 | -96.4% | 22,531 |
| BlackRock, Inc. | -573,352 | -22.1% | 2,020,568 |
| Envestnet Portfolio Solutions, Inc. | -420,146 | -19.6% | 1,728,446 |
| PARK AVENUE SECURITIES LLC | -388,280 | -17.7% | 1,811,031 |
| LPWM LLC | -277,585 | -83.6% | 54,315 |
| Cetera Investment Advisers | -229,242 | -7.0% | 3,065,888 |
| OneDigital Investment Advisors LLC | -207,383 | -21.5% | 758,206 |
| Kestra Investment Management, LLC | -204,394 | -39.3% | 315,993 |
| Janney Montgomery Scott LLC | -200,092 | -14.8% | 1,149,138 |
| Bank of New York Mellon Corp | -168,077 | -14.8% | 970,074 |
| Gallagher Capital Advisors, LLC | -153,805 | -97.0% | 4,810 |
| JB Capital LLC | -145,370 | -18.0% | 663,124 |
| TRUIST FINANCIAL CORP | -137,282 | -24.5% | 422,037 |
| PKS Advisory Services, LLC | -123,082 | -87.3% | 17,827 |
| Sanctuary Advisors, LLC | -118,162 | -13.1% | 783,942 |
| Private Advisor Group, LLC | -112,487 | -37.1% | 190,486 |
| AMERIPRISE FINANCIAL INC | -112,012 | -3.7% | 2,897,188 |