ISHARES S&P 500 VALUE ETF (IVE) Institutional Ownership

IVE is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $5.67M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IVE position is now estimated to be worth approximately $5.88M, representing an estimated gain of +3.79% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Matrix Private Capital Group, Mairs & Power Growth Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES S&P 500 VALUE ETF (IVE).