ISHARES S&P 500 VALUE ETF IVE
$230.20
+1.1% 52w: $187.15 – $230.20
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data187.15208.67230.20
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.7K
+21 QoQ
13F value
$39.02B
-3.4% QoQ
Smart-money holders
45
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
2.1×
$13.5M calls / $6.3M puts
Institutional value by quarter
Number of holders
Who owns IVE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 27.7M | $5.86B | 1.6% | -2.3% |
| JPMORGAN CHASE & CO | Bank broker | 17.2M | $3.57B | 0.2% | -8.4% |
| MORGAN STANLEY | Bank broker | 14.9M | $3.15B | 0.2% | -2.3% |
| LPL Financial LLC | Bank broker | 10.5M | $2.22B | 0.6% | -4.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.5M | $2.00B | 0.1% | +2.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.2M | $1.31B | 0.3% | -0.8% |
| UBS Group AG | Bank broker | 3.6M | $769.3M | 0.1% | +3.1% |
| Cetera Investment Advisers | Wealth advisor | 3.3M | $695.8M | 0.7% | -3.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 3.3M | $688.6M | 0.6% | +0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.0M | $638.0M | 0.1% | -2.3% |
| BlackRock, Inc. | Index provider | 2.6M | $547.7M | 0.0% | -11.7% |
| CWM, LLC | Wealth advisor | 2.6M | $542.0M | 1.4% | -0.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.3M | $479.5M | 0.3% | -3.1% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 2.2M | $464.4M | 3.6% | -10.9% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 2.1M | $453.7M | 2.5% | -15.4% |
| Lido Advisors, LLC | Wealth advisor | 1.9M | $410.5M | 1.6% | +4.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.7M | $363.4M | 1.0% | -18.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $342.3M | 0.1% | -12.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.4M | $299.0M | 0.0% | -17.4% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $294.9M | 0.1% | +3.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.3M | $284.9M | 0.7% | -8.3% |
| Focus Partners Wealth | Wealth advisor | 1.2M | $259.6M | 0.3% | +0.3% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 1.2M | $252.9M | 5.4% | +3.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.1M | $240.3M | 0.0% | -3.4% |
| Mariner, LLC | Diversified mechanical | 1.1M | $237.8M | 0.3% | -5.4% |
| Foundations Investment Advisors, LLC | Wealth advisor | 1.1M | $234.7M | 2.9% | +11.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.0M | $219.4M | 0.3% | -4.2% |
| MAI Capital Management | Wealth advisor | 1.0M | $212.8M | 1.2% | -1.0% |
| SOFI WEALTH, LLC | Wealth advisor | 980.0K | $206.9M | 10.0% | +0.4% |
| OneDigital Investment Advisors LLC | Wealth advisor | 965.6K | $203.9M | 2.0% | -2.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 902.1K | $190.5M | 1.0% | -6.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 858.9K | $181.4M | 0.7% | -6.2% |
| FMR LLC | Long only active | 818.4K | $172.8M | 0.0% | -0.2% |
| JB Capital LLC | Wealth advisor | 808.5K | $170.7M | 6.9% | -12.1% |
| M&T Bank Corp | Diversified mechanical | 786.1K | $166.0M | 0.6% | -4.0% |
| Rehmann Capital Advisory Group | Wealth advisor | 716.7K | $151.3M | 7.9% | +4.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 686.6K | $145.1M | 0.2% | -7.4% |
| HighTower Advisors, LLC | Diversified mechanical | 663.7K | $140.1M | 0.1% | +0.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 660.6K | $139.5M | 0.9% | -9.7% |
| Calamos Advisors LLC | Other | 619.1K | $130.7M | 0.6% | +2585.9% |
| Calamos Wealth Management LLC | Other | 596.4K | $125.9M | 4.4% | +1.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 585.7K | $121.6M | 0.1% | +21.1% |
| LVZ, Inc. | Wealth advisor | 572.7K | $120.9M | 13.8% | -3.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 559.3K | $118.1M | 0.2% | -5.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 557.4K | $117.7M | 0.2% | +132.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 540.2K | $114.1M | 0.3% | +5.0% |
| Kestra Investment Management, LLC | Wealth advisor | 520.4K | $109.9M | 1.9% | +96.4% |
| Cerity Partners LLC | Diversified mechanical | 517.5K | $109.3M | 0.2% | +167.3% |
| Advocacy Wealth Management, LLC | Wealth advisor | 510.6K | $107.8M | 4.8% | -2.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 439.0K | $92.7M | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.