iShares S&P 500 Value ETFIVEETF
13F holders, Q1 2026 (March 31)1,720holders +27
91new positions
60sold out
3famous investors
$210.41avg. 13F price*
At the end of Q1 2026, 1,720 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 27 from Q4 2025. 91 opened new positions and 60 sold out. The largest holders were Envestnet Asset Management Inc. ($5.9B), JPMorgan Chase & Co. ($3.6B) and Morgan Stanley ($3.2B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $208.5M |
| Exits | 60 | $171.1M |
All 13F filers, Q4 2025 → Q1 2026: 5,808,887 shares bought and 9,442,086 shares sold, net −3,633,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,720 holders
| Envestnet Asset Management Inc. | 1.57% | Reduce -2.3% | 27,729,455 | $5.9B |
| JPMorgan Chase & Co. | 0.24% | Reduce -8.3% | 17,182,077 | $3.6B |
| Morgan Stanley | 0.19% | Reduce -2.3% | 14,923,957 | $3.2B |
| LPL Financial LLC | 0.59% | Reduce -4.6% | 10,505,241 | $2.2B |
| Bank of America Corp. | 0.15% | Add +2.0% | 9,457,775 | $2.0B |
| Wells Fargo & Company | 0.26% | Reduce -0.8% | 6,213,297 | $1.3B |
| UBS Group AG | 0.14% | Add +3.1% | 3,643,501 | $769.3M |
| Cetera Investment Advisers | 0.74% | Reduce -3.4% | 3,295,130 | $695.8M |
| Stifel Financial Corp. | 0.63% | Add +0.3% | 3,261,014 | $688.6M |
| Ameriprise Financial Inc. | 0.15% | Reduce -2.3% | 3,009,200 | $638.0M |
| BlackRock, Inc. | 0.01% | Reduce -11.7% | 2,593,920 | $547.7M |
| Cwm, LLC | 1.43% | Reduce -0.5% | 2,566,919 | $542.0M |
| PNC Financial Services Group, Inc. | 0.28% | Reduce -3.1% | 2,271,013 | $479.5M |
| Park Avenue Securities LLC | 3.63% | Reduce -10.9% | 2,199,311 | $464.4M |
| Envestnet Portfolio Solutions, Inc. | 2.51% | Reduce -15.4% | 2,148,592 | $453.7M |
| Lido Advisors, LLC | 1.63% | Add +4.3% | 1,944,079 | $410.5M |
| MML Investors Services, LLC | 1.01% | Reduce -18.2% | 1,721,079 | $363.4M |
| Raymond James Financial Inc. | 0.11% | Reduce -12.2% | 1,620,965 | $342.3M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -17.4% | 1,416,069 | $299.0M |
| Royal Bank of Canada | 0.06% | Add +3.6% | 1,396,602 | $294.9M |
| Janney Montgomery Scott LLC | 0.71% | Reduce -8.3% | 1,349,230 | $284.9M |
| Focus Partners Wealth | 0.29% | Add +0.3% | 1,229,165 | $259.6M |
| Cassaday & Co Wealth Management LLC | 5.39% | Add +3.8% | 1,197,963 | $252.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -3.4% | 1,138,151 | $240.3M |
| Mariner, LLC | 0.28% | Reduce -5.4% | 1,126,708 | $237.8M |
| Foundations Investment Advisors, LLC | 2.91% | Add +11.0% | 1,111,650 | $234.7M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -4.2% | 1,039,283 | $219.4M |
| MAI Capital Management | 1.21% | Reduce -1.0% | 1,007,806 | $212.8M |
| Sofi Wealth, LLC | 9.97% | Add +0.4% | 979,965 | $206.9M |
| OneDigital Investment Advisors LLC | 1.99% | Reduce -2.5% | 965,589 | $203.9M |
| Sanctuary Advisors, LLC | 1.03% | Reduce -6.6% | 902,104 | $190.5M |
| NewEdge Advisors, LLC | 0.66% | Reduce -6.2% | 858,916 | $181.4M |
| FMR LLC | 0.01% | Reduce -0.2% | 818,444 | $172.8M |
| JB Capital LLC | 6.89% | Reduce -12.1% | 808,494 | $170.7M |
| M&T Bank Corp | 0.55% | Reduce -2.6% | 798,208 | $168.5M |
| Rehmann Capital Advisory Group | 7.88% | Add +4.7% | 716,711 | $151.3M |
| Osaic Holdings, Inc. | 0.21% | Reduce -7.4% | 686,613 | $145.1M |
| HighTower Advisors, LLC | 0.15% | Add +0.6% | 663,680 | $140.1M |
| United Capital Financial Advisors, LLC | 0.86% | Reduce -9.7% | 660,573 | $139.5M |
| Calamos Advisors LLC | 0.68% | Add +2585.9% | 619,118 | $130.7M |
| Calamos Wealth Management LLC | 4.39% | Add +1.9% | 596,353 | $125.9M |
| Jones Financial Companies LLLP | 0.06% | Add +21.1% | 585,731 | $121.6M |
| LVZ, Inc. | 13.80% | Reduce -3.3% | 572,662 | $120.9M |
| Truist Financial Corp. | 0.16% | Reduce -5.2% | 559,319 | $118.1M |
| Fifth Third Bancorp | 0.22% | Add +132.9% | 557,426 | $117.7M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +5.0% | 540,233 | $114.1M |
| Kestra Investment Management, LLC | 1.90% | Add +96.4% | 520,387 | $109.9M |
| Cerity Partners LLC | 0.15% | Add +167.3% | 517,501 | $109.3M |
| Advocacy Wealth Management, LLC | 4.77% | Reduce -2.8% | 510,593 | $107.8M |
| Manufacturers Life Insurance Company, The | 0.08% | New | 439,034 | $92.7M |
| Rockefeller Capital Management L.P. | 0.16% | Add +4.1% | 426,428 | $90.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.29% | Reduce -7.6% | 418,113 | $88.3M |
| Ascent Group, LLC | 2.91% | Reduce -6.6% | 398,536 | $84.2M |
| Kestra Advisory Services, LLC | 0.31% | Add +10.2% | 386,520 | $81.6M |
| Home Federal Bank of Tennessee | 20.35% | Reduce -2.0% | 385,302 | $81.4M |
| AE Wealth Management LLC | 0.42% | Reduce -2.9% | 371,946 | $78.5M |
| Moneta Group Investment Advisors LLC | 0.59% | Add +1.9% | 370,632 | $78.3M |
| Betterment LLC | 0.14% | Reduce -3.3% | 357,479 | $75.5M |
| Thrivent Financial for Lutherans | 0.14% | Add +0.6% | 334,922 | $70.4M |
| LPWM LLC | 17.68% | Add +0.8% | 331,900 | $70.1M |
| Atria Investments, Inc | 0.73% | Reduce -4.5% | 309,598 | $65.4M |
| Private Advisor Group, LLC | 0.30% | Reduce -8.5% | 302,973 | $64.0M |
| CreativeOne Wealth, LLC | 1.46% | Reduce -3.5% | 298,049 | $62.9M |
| Probity Advisors, Inc. | 9.94% | Add +1.5% | 297,151 | $62.7M |
| Courier Capital LLC | 3.48% | Add +0.0% | 295,197 | $62.3M |
| Bank of Montreal | 0.03% | Reduce -1.6% | 292,133 | $61.7M |
| Equitable Holdings, Inc. | 0.39% | Reduce -2.3% | 288,317 | $61.1M |
| Icon Wealth Advisors, LLC | 3.95% | Reduce -3.6% | 275,383 | $60.8M |
| Modern Wealth Management, LLC | 1.04% | Add +11.7% | 286,370 | $60.6M |
| Valmark Advisers, Inc. | 0.71% | Reduce -0.8% | 283,312 | $59.8M |
| Harbour Investments, Inc. | 0.92% | Add +594.1% | 282,613 | $59.7M |
| Composition Wealth, LLC | 0.80% | Reduce -16.1% | 277,079 | $58.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -5.0% | 275,581 | $58.2M |
| Amarillo National Bank | 9.90% | Add +2.7% | 265,494 | $56.1M |
| Triad Wealth Partners, LLC | 4.36% | Add +30.6% | 260,257 | $55.0M |
| Baird Financial Group, Inc. | 0.08% | Reduce -13.2% | 255,631 | $54.0M |
| Evoke Wealth, LLC | 0.97% | Add +1.0% | 247,726 | $52.3M |
| West Wealth Group, LLC | 10.24% | Add +14.4% | 245,287 | $51.8M |
| Strategic Point Investment Advisors, LLC | 7.52% | Add +1.4% | 245,027 | $51.7M |
| Regions Financial Corp. | 0.33% | Add +2.4% | 239,759 | $50.6M |
| World Investment Advisors | 0.81% | Reduce -0.6% | 238,627 | $50.4M |
| Barclays PLC | 0.02% | Reduce -13.3% | 230,583 | $48.7M |
| Financial Engines Advisors L.L.C. | 0.10% | Reduce -1.5% | 227,910 | $48.1M |
| Waverly Advisors, LLC | 0.34% | Add +5.1% | 217,708 | $46.0M |
| Baker Avenue Asset Management, LP | 1.05% | Add +1.9% | 217,688 | $46.0M |
| Mgo One Seven LLC | 0.92% | Add +0.4% | 217,259 | $45.9M |
| Greenup Street Wealth Management LLC | 6.22% | Add +4.5% | 209,290 | $44.2M |
| CX Institutional | 1.35% | Reduce -33.1% | 208,906 | $44.1M |
| Perigon Wealth Management, LLC | 0.77% | Reduce -4.3% | 200,292 | $42.3M |
| &partners | 0.21% | Add +8.9% | 200,145 | $42.3M |
| Smith, Moore & Co. | 3.06% | Reduce -0.6% | 198,903 | $42.0M |
| US Bancorp \de | 0.05% | Reduce -57.9% | 196,475 | $41.5M |
| Mesirow Financial Investment Management, Inc. | 0.66% | Add +110.8% | 194,332 | $41.0M |
| North Star Investment Management Corp. | 2.49% | Add +3.9% | 193,952 | $41.0M |
| Keybank National Association | 0.15% | Reduce -4.4% | 193,455 | $40.8M |
| Sharkey, Howes & Javer | 5.34% | Reduce -8.5% | 187,653 | $39.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 187,139 | $39.5M |
| Salomon & Ludwin, LLC | 3.52% | Reduce -2.1% | 186,041 | $39.4M |
| Creative Planning | 0.03% | Add +14.6% | 183,931 | $38.8M |
| Foundation Wealth Management, LLC | 25.98% | Add +0.4% | 182,167 | $38.5M |
"% 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.