Who owns iShares S&P 500 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IVE from SEC Form 13F filings across 1,770 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,770 institutions disclosed 172.9M shares of iShares S&P 500 Value ETF worth $39.21B — about 81.8% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
1,770
13F holders
$39.21B
value, 2026 filers
81.8%
of shares outstanding (172.9M sh)
182
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IVE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 23.3M | $5.30B | 1.2% | 11% | -15.8% |
| 2 | JPMORGAN CHASE & CO | 16.2M | $3.69B | 0.2% | 7.7% | -5.4% |
| 3 | MORGAN STANLEY | 14.9M | $3.39B | 0.2% | 7.1% | -0.1% |
| 4 | LPL Financial LLC | 9.6M | $2.19B | 0.5% | 4.6% | -8.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 9.6M | $2.18B | 0.1% | 4.5% | +1.6% |
| 6 | WELLS FARGO & COMPANY/MN | 6.2M | $1.41B | 0.2% | 2.9% | +0.3% |
| 7 | UBS Group AG | 3.6M | $813.8M | 0.1% | 1.7% | -1.6% |
| 8 | STIFEL FINANCIAL CORP | 3.6M | $809.8M | 0.7% | 1.7% | +9.4% |
| 9 | Cetera Investment Advisers | 3.1M | $696.1M | 0.6% | 1.5% | -7.0% |
| 10 | AMERIPRISE FINANCIAL INC | 2.9M | $657.5M | 0.1% | 1.4% | -3.7% |
| 11 | PNC Financial Services Group, Inc. | 2.2M | $501.8M | 0.2% | 1% | -2.7% |
| 12 | Lido Advisors, LLC | 2.1M | $483.6M | 1.3% | 1% | +9.5% |
| 13 | BlackRock, Inc. | 2.0M | $458.8M | 0.0% | 1% | -22.1% |
| 14 | PARK AVENUE SECURITIES LLC | 1.8M | $411.2M | 2.6% | 0.9% | -17.7% |
| 15 | Envestnet Portfolio Solutions, Inc. | 1.7M | $392.5M | 1.9% | 0.8% | -19.6% |
| 16 | MML INVESTORS SERVICES, LLC | 1.7M | $384.9M | 0.8% | 0.8% | -1.5% |
| 17 | RAYMOND JAMES FINANCIAL INC | 1.7M | $375.8M | 0.1% | 0.8% | +2.1% |
| 18 | GOLDMAN SACHS GROUP INC | 1.4M | $321.6M | 0.0% | 0.7% | 0.0% |
| 19 | ROYAL BANK OF CANADA | 1.4M | $311.0M | 0.0% | 0.6% | -1.9% |
| 20 | Cassaday & Co Wealth Management LLC | 1.3M | $285.0M | 5.4% | 0.6% | +4.8% |
| 21 | MAI Capital Management | 1.2M | $278.3M | 1.0% | 0.6% | +21.6% |
| 22 | Foundations Investment Advisors, LLC | 1.2M | $278.3M | 2.9% | 0.6% | +10.2% |
| 23 | Focus Partners Wealth | 1.2M | $273.7M | 0.3% | 0.6% | -1.9% |
| 24 | Janney Montgomery Scott LLC | 1.1M | $260.9M | 0.5% | 0.5% | -14.8% |
| 25 | Mariner, LLC | 1.1M | $238.9M | 0.3% | 0.5% | -6.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.