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

ISHARES S&P 500 VALUE ETF (IVE) is widely held by institutional investors, with 3 tracked firms reporting positions valued at approximately $6.86M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $5.67M in IVE holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.