iShares S&P 500 Value ETFIVEETF
13F holders, Q2 2026 (June 30)1,769holders +49
121new positions
67sold out
8famous investors
$226.77avg. 13F price*
At the end of Q2 2026, 1,769 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 49 from Q1 2026. 121 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($5.3B), JPMorgan Chase & Co. ($3.7B) and Morgan Stanley ($3.4B). 8 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares S&P 500 Value ETF
- CUSIP
- 464287408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $356.9M |
| Exits | 67 | $160.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,166,245 shares bought and 14,701,214 shares sold, net −10,534,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,769 holders
| Envestnet Asset Management Inc. | 1.25% | Reduce -15.8% | 23,349,327 | $5.3B |
| JPMorgan Chase & Co. | 0.22% | Reduce -5.4% | 16,247,060 | $3.7B |
| Morgan Stanley | 0.18% | Reduce -0.1% | 14,914,723 | $3.4B |
| LPL Financial LLC | 0.49% | Reduce -8.3% | 9,632,373 | $2.2B |
| Bank of America Corp. | 0.14% | Add +1.6% | 9,606,771 | $2.2B |
| Wells Fargo & Company | 0.25% | Add +0.3% | 6,230,043 | $1.4B |
| UBS Group AG | 0.13% | Reduce -1.6% | 3,584,194 | $813.8M |
| Stifel Financial Corp. | 0.67% | Add +9.4% | 3,566,472 | $809.8M |
| Cetera Investment Advisers | 0.63% | Reduce -7.0% | 3,065,888 | $696.1M |
| Ameriprise Financial Inc. | 0.13% | Reduce -3.7% | 2,897,188 | $657.5M |
| PNC Financial Services Group, Inc. | 0.25% | Reduce -2.7% | 2,209,817 | $501.8M |
| Lido Advisors, LLC | 1.74% | Add +9.5% | 2,129,638 | $483.6M |
| BlackRock, Inc. | 0.01% | Reduce -22.1% | 2,020,568 | $458.8M |
| Park Avenue Securities LLC | 2.57% | Reduce -17.6% | 1,811,031 | $411.2M |
| Envestnet Portfolio Solutions, Inc. | 1.88% | Reduce -19.6% | 1,728,446 | $392.5M |
| MML Investors Services, LLC | 0.79% | Reduce -1.5% | 1,695,146 | $384.9M |
| Raymond James Financial Inc. | 0.10% | Add +2.1% | 1,654,914 | $375.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.0% | 1,416,262 | $321.6M |
| Royal Bank of Canada | 0.05% | Reduce -1.9% | 1,369,827 | $311.0M |
| Cassaday & Co Wealth Management LLC | 5.35% | Add +4.8% | 1,255,289 | $285.0M |
| MAI Capital Management | 1.06% | Add +21.6% | 1,225,815 | $278.3M |
| Foundations Investment Advisors, LLC | 2.87% | Add +10.3% | 1,225,561 | $278.3M |
| Focus Partners Wealth | 0.28% | Reduce -1.9% | 1,205,298 | $273.7M |
| Janney Montgomery Scott LLC | 0.51% | Reduce -14.8% | 1,149,138 | $260.9M |
| Mariner, LLC | 0.25% | Reduce -6.6% | 1,052,224 | $238.9M |
| Sofi Wealth, LLC | 9.49% | Add +6.0% | 1,038,423 | $235.8M |
| Commonwealth Equity Services, LLC | 0.28% | Reduce -6.0% | 976,621 | $221.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -14.8% | 970,074 | $220.3M |
| FMR LLC | 0.01% | Reduce -0.1% | 818,023 | $185.7M |
| NewEdge Advisors, LLC | 0.55% | Reduce -5.9% | 808,622 | $183.6M |
| Sanctuary Advisors, LLC | 0.83% | Reduce -13.1% | 783,942 | $178.0M |
| M&T Bank Corp | 0.51% | Reduce -3.7% | 768,621 | $174.5M |
| Pacific Life Fund Advisors LLC | 18.98% | New | 760,525 | $172.7M |
| OneDigital Investment Advisors LLC | 1.45% | Reduce -21.5% | 758,206 | $172.2M |
| Rehmann Capital Advisory Group | 7.70% | Add +3.3% | 740,561 | $168.2M |
| Osaic Holdings, Inc. | 0.20% | Add +6.6% | 731,726 | $166.3M |
| HighTower Advisors, LLC | 0.15% | Add +1.0% | 670,326 | $152.2M |
| JB Capital LLC | 5.21% | Reduce -18.0% | 663,124 | $150.6M |
| Jones Financial Companies LLLP | 0.06% | Add +9.5% | 641,496 | $145.3M |
| Calamos Wealth Management LLC | 4.22% | Add +1.7% | 606,356 | $137.7M |
| LVZ, Inc. | 13.29% | Add +0.6% | 575,983 | $130.8M |
| United Capital Financial Advisors, LLC | 0.71% | Reduce -14.4% | 565,412 | $128.4M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -0.8% | 535,693 | $121.6M |
| Fifth Third Bancorp | 0.19% | Reduce -5.2% | 528,705 | $120.0M |
| Cerity Partners LLC | 0.13% | Reduce -7.8% | 477,313 | $108.4M |
| Rockefeller Capital Management L.P. | 0.16% | Add +5.8% | 451,033 | $102.4M |
| Advocacy Wealth Management, LLC | 3.50% | Reduce -16.9% | 424,530 | $96.4M |
| Truist Financial Corp. | 0.11% | Reduce -24.5% | 422,037 | $95.8M |
| Home Federal Bank of Tennessee | 18.94% | Add +0.3% | 386,538 | $87.8M |
| Kestra Advisory Services, LLC | 0.28% | Reduce -2.6% | 376,285 | $85.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.10% | Reduce -11.6% | 369,816 | $84.0M |
| Moneta Group Investment Advisors LLC | 0.62% | Reduce -0.9% | 367,341 | $83.4M |
| Ascent Group, LLC | 2.33% | Reduce -14.1% | 342,445 | $77.8M |
| Betterment LLC | 0.13% | Reduce -4.3% | 342,003 | $77.7M |
| Triad Wealth Partners, LLC | 4.35% | Add +21.0% | 314,821 | $73.4M |
| Kestra Investment Management, LLC | 1.39% | Reduce -39.3% | 315,993 | $71.7M |
| AE Wealth Management LLC | 0.33% | Reduce -16.3% | 311,368 | $70.7M |
| Bank of Montreal | 0.03% | Add +2.8% | 300,302 | $68.2M |
| Probity Advisors, Inc. | 9.67% | Add +0.2% | 297,845 | $67.6M |
| Courier Capital LLC | 3.35% | Add +0.1% | 295,652 | $67.1M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -13.4% | 289,895 | $65.8M |
| Modern Wealth Management, LLC | 0.76% | Reduce -2.1% | 280,304 | $63.6M |
| Valmark Advisers, Inc. | 0.67% | Reduce -2.0% | 277,744 | $63.1M |
| Harbour Investments, Inc. | 0.85% | Reduce -2.1% | 276,574 | $62.8M |
| Baird Financial Group, Inc. | 0.09% | Add +7.3% | 274,431 | $62.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.7% | 270,849 | $61.5M |
| Amarillo National Bank | 9.63% | Reduce -0.3% | 264,601 | $60.1M |
| Regions Financial Corp. | 0.36% | Add +9.5% | 262,544 | $59.6M |
| Equitable Holdings, Inc. | 0.35% | Reduce -9.4% | 261,071 | $59.3M |
| Composition Wealth, LLC | 0.69% | Reduce -6.1% | 260,233 | $59.1M |
| Atria Investments, Inc | 0.59% | Reduce -16.6% | 258,295 | $58.6M |
| Strategic Point Investment Advisors, LLC | 7.39% | Add +2.0% | 249,869 | $56.7M |
| West Wealth Group, LLC | 9.26% | Add +1.6% | 249,298 | $56.6M |
| CreativeOne Wealth, LLC | 1.18% | Reduce -19.4% | 240,148 | $54.5M |
| Icon Wealth Advisors, LLC | 3.18% | Reduce -15.7% | 232,242 | $52.7M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -1.1% | 225,327 | $51.2M |
| Barclays PLC | 0.02% | Reduce -2.5% | 224,773 | $51.0M |
| World Investment Advisors | 0.80% | Reduce -5.5% | 225,386 | $48.3M |
| Waverly Advisors, LLC | 0.28% | Reduce -2.4% | 212,438 | $48.2M |
| Baker Avenue Asset Management, LP | 0.90% | Reduce -3.8% | 209,466 | $47.6M |
| US Bancorp \de | 0.05% | Add +6.1% | 208,543 | $47.4M |
| CX Institutional | 1.32% | Reduce -3.9% | 200,775 | $45.6M |
| &partners | 0.18% | Reduce -1.3% | 197,652 | $45.0M |
| North Star Investment Management Corp. | 2.45% | Add +2.0% | 197,887 | $44.9M |
| Smith, Moore & Co. | 2.92% | Reduce -0.6% | 197,698 | $44.9M |
| Private Advisor Group, LLC | 0.20% | Reduce -37.1% | 190,486 | $43.3M |
| Mgo One Seven LLC | 0.71% | Reduce -13.3% | 188,431 | $42.8M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 187,106 | $42.5M |
| Creative Planning | 0.02% | Add +1.5% | 186,708 | $42.4M |
| Keybank National Association | 0.14% | Reduce -4.1% | 185,455 | $42.1M |
| Foundation Wealth Management, LLC | 25.85% | Add +1.2% | 184,393 | $41.9M |
| Salomon & Ludwin, LLC | 3.36% | Reduce -3.6% | 179,309 | $40.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.96% | Add +11.5% | 174,363 | $39.6M |
| Encompass Wealth Advisors, LLC | 12.00% | Add +1.1% | 173,558 | $39.4M |
| Perigon Wealth Management, LLC | 0.62% | Reduce -13.6% | 173,159 | $39.3M |
| Peapack Gladstone Financial Corp. | 0.45% | Reduce -2.2% | 170,464 | $38.7M |
| Stratos Wealth Partners, LTD. | 0.39% | Add +12.5% | 169,053 | $38.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +50.7% | 168,907 | $38.4M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +0.9% | 166,410 | $37.8M |
| Financial Life Advisors | 10.52% | Reduce -2.4% | 162,970 | $37.0M |
"% of holder's portfolio" is IVE's weight in each manager's 13F, not the share of iShares S&P 500 Value ETF the manager owns.