ISHARES S&P 500 VALUE ETF (IVE) Institutional Shareholders
ISHARES S&P 500 VALUE ETF (IVE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $33.99B in IVE holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IVE tracked by InsiderSet, reporting ownership valued at approximately $5.86B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.43B, representing an estimated gain of +9.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed IVE value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES S&P 500 VALUE ETF (IVE).
This page ranks the largest institutional IVE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,709
Total Reported Value
$33.99B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$5.86B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 1.57% | 27,729,455 | $5,855,074,522 | $6,425,192,018 | +$570,117,496 | +9.74% | |
| Morgan Stanley | 0.19% | 14,923,957 | $3,151,194,090 | $3,458,030,076 | +$306,835,986 | +9.74% | |
| Lpl Financial Llc | 0.59% | 10,505,241 | $2,218,181,574 | $2,434,169,392 | +$215,987,818 | +9.74% | |
| Bank Of America Corp | 0.15% | 9,457,775 | $1,997,009,180 | $2,191,461,045 | +$194,451,865 | +9.74% | |
| Wells Fargo & Company/Mn | 0.26% | 6,213,297 | $1,311,937,485 | $1,439,683,048 | +$127,745,563 | +9.74% | |
| Ubs Group Ag | 0.14% | 3,643,501 | $769,325,237 | $844,235,617 | +$74,910,380 | +9.74% | |
| Cetera Investment Advisers | 0.74% | 3,295,130 | $695,766,688 | $763,514,572 | +$67,747,884 | +9.74% | |
| Stifel Financial Corp | 0.63% | 3,261,014 | $688,562,135 | $755,609,554 | +$67,047,419 | +9.74% | |
| Ameriprise Financial Inc | 0.15% | 3,009,200 | $638,025,203 | $697,261,732 | +$59,236,529 | +9.28% | |
| Blackrock, Inc. | 0.01% | 2,593,920 | $547,706,281 | $601,037,203 | +$53,330,922 | +9.74% | |
| Cwm, Llc | 1.42% | 2,566,919 | $542,004,853 | $594,780,801 | +$52,775,948 | +9.74% | |
| Pnc Financial Services Group, Inc. | 0.29% | 2,178,206 | $459,928,282 | $504,712,112 | +$44,783,830 | +9.74% | |
| Lido Advisors, Llc | 1.61% | 1,944,079 | $410,492,999 | $450,462,545 | +$39,969,546 | +9.74% | |
| Envestnet Portfolio Solutions, Inc. | 1.88% | 1,728,446 | $392,460,961 | $400,498,223 | +$8,037,262 | +2.05% | |
| Mml Investors Services, Llc | 1.01% | 1,721,079 | $363,405,874 | $398,791,215 | +$35,385,341 | +9.74% | |
| Raymond James Financial Inc | 0.11% | 1,620,965 | $342,266,641 | $375,593,800 | +$33,327,159 | +9.74% | |
| Goldman Sachs Group Inc | 0.04% | 1,416,069 | $299,002,994 | $328,117,348 | +$29,114,354 | +9.74% | |
| Royal Bank Of Canada | 0.06% | 1,396,602 | $294,892,000 | $323,606,649 | +$28,714,649 | +9.74% | |
| Focus Partners Wealth | 0.29% | 1,229,165 | $259,555,751 | $284,809,822 | +$25,254,071 | +9.73% | |
| Cassaday & Co Wealth Management Llc | 5.39% | 1,197,963 | $252,949,886 | $277,580,007 | +$24,630,121 | +9.74% | |
| Bank Of New York Mellon Corp | 0.04% | 1,138,151 | $240,320,545 | $263,720,968 | +$23,400,423 | +9.74% | |
| Mariner, Llc | 0.28% | 1,126,708 | $237,830,816 | $261,069,511 | +$23,238,695 | +9.77% | |
| Foundations Investment Advisors, Llc | 2.91% | 1,111,650 | $234,724,846 | $257,580,422 | +$22,855,576 | +9.74% | |
| Commonwealth Equity Services, Llc | 0.28% | 976,621 | $221,751,583 | $226,292,852 | +$4,541,269 | +2.05% | |
| Mai Capital Management | 1.21% | 1,007,806 | $212,798,273 | $233,518,728 | +$20,720,455 | +9.74% | |
| Sofi Wealth, Llc | 9.97% | 979,965 | $206,919,651 | $227,067,690 | +$20,148,039 | +9.74% | |
| Onedigital Investment Advisors Llc | 1.99% | 965,589 | $203,884,040 | $223,736,627 | +$19,852,587 | +9.74% | |
| Sanctuary Advisors, Llc | 1.03% | 902,104 | $190,479,365 | $209,026,518 | +$18,547,153 | +9.74% | |
| Fmr Llc | 0.01% | 818,444 | $172,814,523 | $189,641,659 | +$16,827,136 | +9.74% | |
| M&T Bank Corp | 0.57% | 786,105 | $165,986,116 | $182,148,390 | +$16,162,274 | +9.74% | |
| Rehmann Capital Advisory Group | 7.88% | 716,711 | $151,335,327 | $166,069,106 | +$14,733,779 | +9.74% | |
| Jb Capital Llc | 5.21% | 663,124 | $150,568,982 | $153,652,462 | +$3,083,480 | +2.05% | |
| Osaic Holdings, Inc. | 0.21% | 686,613 | $145,140,125 | $159,095,098 | +$13,954,973 | +9.61% | |
| Hightower Advisors, Llc | 0.15% | 663,680 | $140,142,516 | $153,781,293 | +$13,638,777 | +9.73% | |
| United Capital Financial Advisors, Llc | 0.86% | 660,573 | $139,528,412 | $153,061,370 | +$13,532,958 | +9.70% | |
| Calamos Wealth Management Llc | 4.18% | 606,356 | $137,679,098 | $140,498,749 | +$2,819,651 | +2.05% | |
| Lvz, Inc. | 13.29% | 575,983 | $130,782,630 | $133,461,021 | +$2,678,391 | +2.05% | |
| Jones Financial Companies Lllp | 0.06% | 585,731 | $121,629,234 | $135,719,730 | +$14,090,496 | +11.58% | |
| Fifth Third Bancorp | 0.22% | 557,426 | $117,700,368 | $129,161,178 | +$11,460,810 | +9.74% | |
| Kestra Investment Management, Llc | 1.90% | 520,387 | $109,879,745 | $120,578,872 | +$10,699,127 | +9.74% | |
| Cerity Partners Llc | 0.15% | 517,501 | $109,269,445 | $119,910,157 | +$10,640,712 | +9.74% | |
| Huntington National Bank | 0.60% | 514,240 | $108,581,829 | $119,154,550 | +$10,572,721 | +9.74% | |
| Advocacy Wealth Management, Llc | 3.50% | 424,530 | $96,393,802 | $98,367,846 | +$1,974,044 | +2.05% | |
| Truist Financial Corp | 0.11% | 422,037 | $95,827,791 | $97,790,193 | +$1,962,402 | +2.05% | |
| Manufacturers Life Insurance Company, The | 0.08% | 439,034 | $92,702,030 | $101,728,568 | +$9,026,538 | +9.74% | |
| Rockefeller Capital Management L.P. | 0.16% | 426,428 | $90,040,387 | $98,807,632 | +$8,767,245 | +9.74% | |
| Home Federal Bank Of Tennessee | 18.94% | 386,538 | $87,766,868 | $89,564,720 | +$1,797,852 | +2.05% | |
| Kestra Advisory Services, Llc | 0.28% | 376,285 | $85,439,221 | $87,188,997 | +$1,749,776 | +2.05% | |
| Ascent Group, Llc | 2.91% | 398,536 | $84,150,814 | $92,344,777 | +$8,193,963 | +9.74% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 1.10% | 369,816 | $83,970,333 | $85,690,065 | +$1,719,732 | +2.05% |
Frequently asked questions about IVE
Who owns the most IVE stock?
The largest holders of IVE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES S&P 500 VALUE ETF (IVE).
Is IVE widely held by superinvestors?
Many widely followed stocks like IVE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.