IVE Institutional Ownership & Shareholders
ISHARES S&P 500 VALUE ETF (IVE) is currently held by 1,745 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $38.76B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IVE tracked by InsiderSet, reporting ownership valued at approximately $5.30B in its June 30, 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 $5.59B, representing an estimated gain of +5.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed IVE value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, 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
1,745
Total Reported Value
$38.76B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$5.30B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
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 | 1.25% | 23,349,327 | $5,301,695,475 | $5,592,864,296 | +$291,168,821 | +5.49% | |
| Jpmorgan Chase & Co | 0.22% | 16,247,060 | $3,690,682,480 | $3,891,658,282 | +$200,975,802 | +5.45% | |
| Morgan Stanley | 0.18% | 14,914,723 | $3,386,537,346 | $3,572,523,600 | +$185,986,254 | +5.49% | |
| Lpl Financial Llc | 0.49% | 9,632,373 | $2,187,126,578 | $2,307,242,305 | +$120,115,727 | +5.49% | |
| Bank Of America Corp | 0.14% | 9,606,771 | $2,181,313,513 | $2,301,109,858 | +$119,796,345 | +5.49% | |
| Wells Fargo & Company/Mn | 0.25% | 6,230,043 | $1,414,593,373 | $1,492,282,200 | +$77,688,827 | +5.49% | |
| Ubs Group Ag | 0.13% | 3,584,194 | $813,827,089 | $858,521,989 | +$44,694,900 | +5.49% | |
| Stifel Financial Corp | 0.67% | 3,566,472 | $809,801,576 | $854,277,038 | +$44,475,462 | +5.49% | |
| Cetera Investment Advisers | 0.63% | 3,065,888 | $696,140,295 | $734,372,153 | +$38,231,858 | +5.49% | |
| Ameriprise Financial Inc | 0.13% | 2,897,188 | $657,498,429 | $693,963,442 | +$36,465,013 | +5.55% | |
| Cwm, Llc | 1.42% | 2,566,919 | $542,004,853 | $614,854,108 | +$72,849,255 | +13.44% | |
| Lido Advisors, Llc | 1.73% | 2,129,638 | $483,556,360 | $510,112,190 | +$26,555,830 | +5.49% | |
| Pnc Financial Services Group, Inc. | 0.26% | 2,118,347 | $480,991,869 | $507,407,657 | +$26,415,788 | +5.49% | |
| Blackrock, Inc. | 0.01% | 2,020,568 | $458,790,248 | $483,986,653 | +$25,196,405 | +5.49% | |
| Envestnet Portfolio Solutions, Inc. | 1.88% | 1,728,446 | $392,460,961 | $414,014,670 | +$21,553,709 | +5.49% | |
| Mml Investors Services, Llc | 0.79% | 1,695,146 | $384,899,795 | $406,038,321 | +$21,138,526 | +5.49% | |
| Raymond James Financial Inc | 0.10% | 1,654,914 | $375,764,672 | $396,401,550 | +$20,636,878 | +5.49% | |
| Goldman Sachs Group Inc | 0.03% | 1,416,262 | $321,576,568 | $339,237,237 | +$17,660,669 | +5.49% | |
| Royal Bank Of Canada | 0.05% | 1,369,827 | $311,033,000 | $328,114,661 | +$17,081,661 | +5.49% | |
| Cassaday & Co Wealth Management Llc | 5.40% | 1,337,265 | $305,270,937 | $320,315,085 | +$15,044,148 | +4.93% | |
| Mai Capital Management | 1.06% | 1,225,815 | $278,333,654 | $293,619,467 | +$15,285,813 | +5.49% | |
| Foundations Investment Advisors, Llc | 2.87% | 1,225,561 | $278,275,855 | $293,558,626 | +$15,282,771 | +5.49% | |
| Focus Partners Wealth | 0.28% | 1,205,298 | $273,675,476 | $288,705,030 | +$15,029,554 | +5.49% | |
| Janney Montgomery Scott Llc | 0.51% | 1,149,138 | $260,923,000 | $275,253,025 | +$14,330,025 | +5.49% | |
| Sofi Wealth, Llc | 9.43% | 1,068,052 | $243,814,850 | $255,830,496 | +$12,015,646 | +4.93% | |
| Mariner, Llc | 0.25% | 1,052,224 | $238,918,406 | $252,039,215 | +$13,120,809 | +5.49% | |
| Bank Of New York Mellon Corp | 0.04% | 970,074 | $220,265,262 | $232,361,825 | +$12,096,563 | +5.49% | |
| Fmr Llc | 0.01% | 818,023 | $185,740,408 | $195,941,049 | +$10,200,641 | +5.49% | |
| Newedge Advisors, Llc | 0.55% | 808,622 | $183,605,598 | $193,689,228 | +$10,083,630 | +5.49% | |
| Sanctuary Advisors, Llc | 0.83% | 783,942 | $178,001,940 | $187,777,627 | +$9,775,687 | +5.49% | |
| Commonwealth Equity Services, Llc | 0.23% | 764,668 | $174,558,340 | $183,160,926 | +$8,602,586 | +4.93% | |
| Pacific Life Fund Advisors Llc | 18.98% | 760,525 | $172,684,807 | $182,168,553 | +$9,483,746 | +5.49% | |
| Onedigital Investment Advisors Llc | 1.45% | 758,206 | $172,158,291 | $181,613,083 | +$9,454,792 | +5.49% | |
| M&T Bank Corp | 0.55% | 798,208 | $168,536,116 | $191,194,762 | +$22,658,646 | +13.44% | |
| Rehmann Capital Advisory Group | 7.70% | 740,561 | $168,177,489 | $177,386,576 | +$9,209,087 | +5.48% | |
| Osaic Holdings, Inc. | 0.20% | 731,726 | $166,348,689 | $175,270,329 | +$8,921,640 | +5.36% | |
| Jb Capital Llc | 5.22% | 670,210 | $152,995,559 | $160,535,401 | +$7,539,842 | +4.93% | |
| Jones Financial Companies Lllp | 0.06% | 641,496 | $145,318,716 | $153,657,537 | +$8,338,821 | +5.74% | |
| Calamos Wealth Management Llc | 4.04% | 615,155 | $140,427,598 | $147,348,077 | +$6,920,479 | +4.93% | |
| Lvz, Inc. | 13.46% | 574,879 | $131,233,314 | $137,700,767 | +$6,467,453 | +4.93% | |
| United Capital Financial Advisors, Llc | 0.71% | 565,412 | $128,432,078 | $135,433,136 | +$7,001,058 | +5.45% | |
| Kestra Advisory Services, Llc | 0.35% | 540,689 | $123,428,401 | $129,511,236 | +$6,082,835 | +4.93% | |
| Fifth Third Bancorp | 0.19% | 528,705 | $120,047,654 | $126,640,709 | +$6,593,055 | +5.49% | |
| Huntington National Bank | 0.55% | 499,590 | $113,436,923 | $119,666,793 | +$6,229,870 | +5.49% | |
| Cerity Partners Llc | 0.13% | 477,313 | $108,378,772 | $114,330,783 | +$5,952,011 | +5.49% | |
| Rockefeller Capital Management L.P. | 0.16% | 451,033 | $102,411,761 | $108,035,934 | +$5,624,173 | +5.49% | |
| Truist Financial Corp | 0.11% | 422,842 | $96,526,269 | $101,283,344 | +$4,757,075 | +4.93% | |
| Advocacy Wealth Management, Llc | 3.50% | 424,530 | $96,393,802 | $101,687,671 | +$5,293,869 | +5.49% | |
| Home Federal Bank Of Tennessee | 18.74% | 381,898 | $87,178,763 | $91,476,028 | +$4,297,265 | +4.93% | |
| Moneta Group Investment Advisors Llc | 0.62% | 367,341 | $83,408,363 | $87,989,190 | +$4,580,827 | +5.49% |
Frequently asked questions about IVE
Who are the largest institutional holders of IVE?
The largest institutional holders of IVE reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, Lpl Financial Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IVE position.
What is IVE institutional ownership?
This page tracks IVE positions reported by institutional investment managers through SEC Form 13F. ISHARES S&P 500 VALUE ETF (IVE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVE?
InsiderSet currently tracks 1,745 institutional managers reporting IVE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVE shareholders.
How much IVE stock do institutions own?
Institutional investment managers disclosed approximately $38.76B in IVE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVE institutional ownership last updated?
The latest IVE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVE position after the reporting date.
Are institutions buying or selling IVE?
Institutional buying and selling can be analyzed by comparing IVE positions across consecutive 13F reporting periods. InsiderSet's IVE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVE ownership changes.
How has IVE institutional ownership changed over time?
InsiderSet tracks IVE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.