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iShares S&P 500 Value ETF - IVE

iShares S&P 500 Value ETF - IVE


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    2.63 / 2.5%
(As of Tuesday May 26, 2020)


  • distribution channel


  • ticker


  • category

    Large-Cap Value Funds

  • management type


  • total assets


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Fund Scorecard

Below Average
Above Average
manager tenure


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary


Parametric Portfolio Associates Llc

Private Bank & Trust Co

Raymond James & Associates
Mariner Wealth Advisors, Llc
Shamrock Asset Management Llc
Sequoia Financial Advisors, Llc

Smithfield Trust Co

Courage Miller Partners, Llc
Boys Arnold & Co Inc

Ameriprise Financial Inc

Pictet North America Advisors Sa
Hanson Mcclain, Inc.
Risk Paradigm Group, Llc
Commonwealth Equity Services, Inc

Bangor Savings Bank

Kwmg, Llc
Cls Investments, Llc

Home Federal Bank Of Tennessee

Highland Private Wealth Management

Ballentine Partners, Llc
Palladium Partners Llc
Mather Group, Inc.
Johnson Investment Counsel Inc

Bank Of The West

Hefren-Tillotson, Inc.

Summit Asset Management, Llc

Raymond James Trust N.a.
Starfire Investment Advisers, Inc.

Bryn Mawr Trust Co

Gradient Investments Llc
Boston Family Office Llc

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc
Manchester Capital Management Llc
American Research & Management Co.
Patten Group, Inc.
Lincoln National Corp
Thompson Davis & Co., Inc.
Focused Wealth Management, Inc
Condor Capital Management

Royal Bank Of Canada

Marquette Asset Management Inc.
Rockefeller Financial Services Inc

Pinnacle Financial Partners Inc

Enterprise Financial Services Corp

Stifel Financial Corp
Balasa Dinverno & Foltz Llc
Sawtooth Asset Management, Inc.
Rex Capital Advisors, Llc
Ep Wealth Advisors, Inc.
Brown Advisory Inc

Covington Investment Advisors Inc.

Punch & Associates Investment Management, Inc.
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Fcg Advisors, Llc

Peoples Bank National Association

Efficient Advisors, Llc

Whittier Trust Co

Tci Wealth Advisors, Inc.
Horrell Capital Management, Inc.
Benjamin F. Edwards & Company, Inc.
Wolverine Asset Management Llc

Guggenheim Capital Llc

Virtu Financial Llc

First Heartland Consultants, Inc.
Sei Investments Co
Ifc Holdings Incorporated/fl
Horizon Investments, Llc
Stephens Inc /ar/
Sii Investments Inc/wi
Td Capital Management Llc

Ausdal Financial Partners, Inc.

Johanson Financial Advisors, Inc.

Mcf Advisors Llc

Oakworth Capital, Inc.

Greenleaf Trust

Tortoise Investment Management, Llc
Huntington Steele Llc
Baker Avenue Asset Management, Lp

First American Trust, Fsb

Dynamic Advisors Solutions Llc
Quadrant Capital Group Llc

Amarillo National Bank

United Capital Financial Advisers, Llc
Amerivest Investment Management Llc
Ntv Asset Management Llc

Moisand Fitzgerald Tamayo, Llc

Balentine Llc
Atlanta Capital Group

Rpg Family Wealth Advisory, Llc

Evercore Wealth Management, Llc

Fmr Llc

Hochman Cole Investment Advisors, Inc.

Tiemann Investment Advisors, Llc
Td Asset Management Inc

Regions Financial Corp

Lbmc Investment Advisors, Llc
Ronald Blue & Co Llc

Johnson Financial Group, Inc.

Blackrock Investment Management, Llc
First Allied Advisory Services, Inc.
Ghp Investment Advisors, Inc.
Mathes Company, Inc.

Cribstone Capital Management, Llc

Umb Bank N A/mo

Ken Stern & Associates, Inc.
Wms Partners, Llc
Hhg & Company, Llc
Assetmark, Inc
Lpl Financial Llc

Laurel Wealth Advisors, Inc.

Nations Financial Group Inc, /ia/ /adv

Pacific Financial Group Inc

Allianz Asset Management Ag

Bnp Paribas Arbitrage, Sa

Gv Financial Advisors
Calamos Wealth Management Llc
Affinity Wealth Management
Wilbanks Smith & Thomas Asset Management Llc
Two Sigma Investments Llc

Simplex Trading, Llc

Interactive Financial Advisors

Compagnie Lombard, Odier Sca

Montecito Bank & Trust

Monroe Bank & Trust/mi

Linscomb & Williams, Inc.
Goldman Sachs Group Inc
Indexiq Advisors Llc
Azimuth Capital Management Llc
Valmark Advisers, Inc.
Reilly Financial Advisors, Llc
Rehmann Capital Advisory Group

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Edgar Lomax Co/va
Bkd Wealth Advisors, Llc

Northern Oak Wealth Management Inc

Capital Directions Investment Advisors, Llc
Winslow, Evans & Crocker, Inc.

Bokf, Na

Bank Of America Corp /de/

Founders Financial Securities Llc
Todd Asset Management Llc
Ironsides Asset Advisors, Llc

Northwestern Mutual Wealth Management Co

Hbk Sorce Advisory Llc
Blackrock Inc.
Hugh Johnson Advisors Llc

Manufacturers Life Insurance Company, The

Regal Investment Advisors Llc

Franklin Resources Inc

Metlife Securities, Inc
Gemmer Asset Management Llc
North Star Investment Management Corp.
Fdx Advisors, Inc.

Hl Financial Services Llc

Advantus Capital Management Inc

Jones Financial Companies Lllp

Security National Trust Co

North American Management Corp
Family Firm, Inc.
Smith Chas P & Associates Pa Cpas
Front Barnett Associates Llc
Bank Of Hawaii
Gerstein Fisher
Colony Group Llc

Bank Of New York Mellon Corp

Mv Capital Management, Inc.
Cypress Capital Management Llc
Cobiz Investment Management, Llc
Argent Capital Management Llc

Tower Research Capital Llc

Citizens Financial Group Inc/ri

Cetera Advisor Networks Llc

Pictet & Cie (Europe) Sa

Twin Focus Capital Partners, Llc
Investment Centers Of America Inc
Argi Investment Services, Llc

Commerce Bank

Osborn Rohs Williams & Donohoe Ltd

Peapack Gladstone Financial Corp

Atria Investments Llc
Invesco Ltd.
Duncker Streett & Co Inc
Cambridge Investment Research Advisors, Inc.

Colorado Capital Management, Inc.

First Republic Investment Management, Inc.
Betterment Llc
Capital Analysts, Inc.
Hightower Advisors, Llc

Tnb Financial

Alexandria Capital, Llc
Eqis Capital Management, Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Perritt Capital Management Inc
Lenox Wealth Management, Inc.

Fifth Third Bancorp

Quest Investment Management Inc/or
American Investment Services, Inc.
Choate Investment Advisors

Arrow Financial Corp

Tiaa Cref Trust Co Fsb/mo

Raymond James Financial Services Advisors, Inc.
Citigroup Inc
Wetherby Asset Management Inc
Grubman Wealth Management
James Investment Research Inc
Wealthtrust Fairport, Llc
Diversified Portfolios, Inc.

American International Group Inc

Next Financial Group, Inc
Geneva Advisors, Llc
Northern Trust Corp
Jnba Financial Advisors

Credit Agricole S A

Reynders Mcveigh Capital Management, Llc

Ladenburg Thalmann Financial Services Inc

Morgan Stanley
Hancock Holding Co

Scottrade Investment Management

Plante Moran Financial Advisors, Llc
Smith, Moore & Co.
Sonata Capital Group Inc
Farr Miller & Washington Llc/dc
Capital Advisors, Ltd. Llc
Stillwater Investment Management, Llc
Ameritas Investment Partners, Inc.
Financial Advisory Service, Inc.
Sns Financial Group, Llc

Traynor Capital Management, Inc.

Alesco Advisors Llc
S. R. Schill & Associates
Live Your Vision, Llc

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc

Trust Co Of Virginia /va

Steinberg Global Asset Management
National Asset Management, Inc.
Brighton Jones Llc
Meritage Portfolio Management
Us Bancorp \de\
Drexel Morgan & Co.
Wealthcare Capital Management Llc

Asset Dedication, Llc

Peak Asset Management, Llc
Brown Brothers Harriman & Co
Feltz Wealth Plan Inc.
Davis Selected Advisers
Sterling Investment Advisors Llc /adv
Miracle Mile Advisors, Llc
Park Avenue Securities Llc
Asset Management Group, Inc.
Joel Isaacson & Co., Llc

Bbva Compass Bancshares, Inc

1st Global Advisors, Inc.
Ftb Advisors, Inc.
Oppenheimer & Co Inc
Pinnacle Associates Ltd
Investment Partners Ltd /oh/ /adv

Cape Cod Five Cents Savings Bank

Nottingham Advisors, Inc.
Jfs Wealth Advisors, Llc
Armbruster Capital Management, Inc.
Thrivent Financial For Lutherans
Horizon Investment Services, Llc

First National Bank & Trust Co Of Newtown

Cwm, Llc
Cliftonlarsonallen Wealth Advisors, Llc

Huntington National Bank

Keybank National Association/oh

Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Captrust Financial Advisors
Buckingham Asset Management, Llc
Wfg Advisors, Lp

Hemenway Trust Co Llc

Associated Banc-Corp

Central Trust & Investment Co

Lifeplan Financial Group, Inc
Advisory Services Network, Llc
Sigma Planning Corp
Lvz Advisors, Inc.
Berkshire Money Management, Inc.

Parkside Financial Bank & Trust

Us Financial Advisors, Llc
Lucas Capital Management

Suntrust Banks Inc

Endurance Wealth Management, Inc.

M&t Bank Corp

Veritable, L.p.
Mai Capital Management

First Hawaiian Bank

Bronfman E.l. Rothschild, L.p.

Stratos Wealth Partners, Ltd.

Susquehanna International Group, Llp

Estate Counselors, Llc

Signature Estate & Investment Advisors Llc

People's United Financial, Inc.

National Planning Corp
Cadinha & Co Llc
Comerica Securities Inc
Confluence Wealth Management Llc
Millennium Management Llc
Cahill Financial Advisors Inc
Concert Wealth Management Inc.
Janney Montgomery Scott Llc

Timber Hill Llc

Homrich & Berg
Vantage Investment Advisors, Llc

First Merchants Corp

Confluence Investment Management Llc
Alerus Investment Advisors Corp
Moneta Group Investment Advisors Llc

Credit Suisse Ag/

First Citizens Bank & Trust Co

Wells Fargo & Company/mn
Clear Investment Research, Llc
Cetera Advisors Llc
New England Private Wealth Advisors Llc

Firstmerit Bank N A Trustee

Westport Resources Management Inc
Ngam Advisors, L.p.
Sfmg, Llc
Sheets Smith Wealth Management Inc

Financial Counselors Inc

Chicago Partners Investment Group Llc
Brick & Kyle, Associates
Polaris Wealth Advisers, Llc
Carroll Financial Associates, Inc.
Gofen & Glossberg Llc /il/

Nicolet Bankshares Inc

Hanson & Doremus Investment Management
Baird Financial Group, Inc.
Lba Wealth Management, Llc

Edmonds Duncan Registered Investment Advisors, Llc

Etrade Capital Management Llc

Ubs Group Ag

Bks Advisors, Llc

Metropolitan Life Insurance Co/ny

Bb&t Corp

Ifp Advisors, Inc

Silvercrest Asset Management Group Llc

Old National Bancorp /in/

Welch Group, Llc
Davidson D A & Co

Stock Yards Bank & Trust Co

Argent Trust Co

Camarda Financial Advisors, Llc
Courier Capital Corp
Sensible Financial Planning & Management, Llc.

Rnc Capital Management Llc

First Trust Advisors Lp
Jpmorgan Chase & Co

Comerica Bank

Stratford Consulting, Llc
Strategic Wealth Management Inc /adv

Finemark National Bank & Trust

Bb&t Securities, Llc
Td Ameritrade Trust Co

First Manhattan Co

Farmers & Merchants Investments Inc

Phillips Financial Management, Llc
Glenmede Trust Co Na
Cranbrook Wealth Management, Llc
Argentus Capital Management, Llc

Kernodle & Katon Asset Management Group, Llc

Two Sigma Securities, Llc

Dubuque Bank & Trust Co

Gupta Wealth Management Llc
Creative Planning
Dowling & Yahnke Llc
Newman Dignan & Sheerar, Inc.
Savant Capital, Llc

Banque Pictet & Cie Sa

Integrated Investment Consultants, Llc

Envestnet Asset Management Inc

Community Bank, N.a.

Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through Apr 2020)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    Below Average
    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 422 Large-Cap Value Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 5.11
    Sharpe Ratio ² 0.18
    R-Squared ³ 0.95
    Beta ³ 1.06
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Large-Cap Value Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present