Who owns IVE?
iShares S&P 500 Value ETF · iShares
1,767 institutions reported holding IVE, worth $39.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $5.3B | 23,349,327 | −4,380,128 shares |
| JPMorgan Chase & Co | New York, NY | $3.7B | 16,247,060 | −935,017 shares |
| Morgan Stanley | New York, NY | $3.4B | 14,914,723 | −9,234 shares |
| LPL Financial LLC | Fort Mill, SC | $2.2B | 9,632,373 | −872,868 shares |
| Bank of America Corp. | Charlotte, NC | $2.2B | 9,606,771 | +148,996 shares |
| Wells Fargo & Company | San Francisco, CA | $1.4B | 6,230,043 | +16,746 shares |
| UBS Group AG | Zurich, Switzerland | $813.8M | 3,584,194 | −59,307 shares |
| Stifel Financial Corp. | St. Louis, MO | $809.8M | 3,566,472 | +305,458 shares |
| Cetera Investment Advisers | Schaumburg, IL | $696.1M | 3,065,888 | −229,242 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $657.5M | 2,897,188 | −112,012 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IVE?
1,767 institutional managers reported holding IVE in Form 13F filings for June 30, 2026, worth $39.2B in total. The largest reported position was held by Envestnet Asset Management Inc., at $5.3B.
Did institutions buy or sell IVE last quarter?
Reported 13F value rose 2.7% from March 31, 2026, which includes price moves as well as buying and selling. 178 firms reported a new position and 69 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IVE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.