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 $6.39M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $5.19M in its March 31, 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 $5.55M, representing an estimated gain of +6.93% 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).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$6,388,81930,257
Q4 20254$13,609,38564,174
Q3 20252$6,582,71331,876
Q2 20253$7,286,11937,284
Q1 20252$6,099,64932,006
Q4 20243$5,227,11127,384
Q3 20243$7,872,41139,927
Q2 20242$2,998,76816,476
Q1 20243$3,057,31618,364
Q4 20233$3,787,51336,744
Q3 20233$2,594,92029,632
Q2 20233$2,709,13845,678

Related IVE Institutional Insights:

IVE Institutional Ownership and 13F Activity Q1 2026 | InsiderSet