13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
IVE

ISHARES S&P 500 VALUE ETF

1,811 institutions still hold ISHARES S&P 500 VALUE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287408·Exchange Traded Fund·1,811 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.9%
vs prior quarter
13F value held
$24.9B
60.0% inst. owned
of float
Holders
1,811
-51 QoQ
filers reporting
Activity
+8 / −50
+874 added · −817 reduced
this quarter
Concentration
23.53%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

1,811 institutions reported IVE in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 23.5% of the visible book. -51 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5.9B27.7M1.57%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$3.6B17.2M0.23%Q1 202603
MORGAN STANLEY
CIK 0000895421
$3.2B14.9M0.19%Q1 202604
LPL Financial LLC
CIK 0001403438
$2.2B10.5M0.59%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.0B9.5M0.15%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1.3B6.2M0.25%Q1 202607
UBS Group AG
CIK 0001610520
$769M3.6M0.12%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$696M3.3M0.74%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$689M3.3M0.63%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$638M3.0M0.15%Q1 202611
BlackRock, Inc.
CIK 0002012383
$548M2.6M0.01%Q1 202612
CWM, LLC
CIK 0001535847
$542M2.6M1.42%Q1 202613
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$477M2.2M0.29%Q4 202514
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$454M2.1M2.51%Q1 202615
Lido Advisors, LLC
CIK 0001650150
$410M1.9M1.26%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$363M1.7M1.01%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$342M1.6M0.11%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$299M1.4M0.03%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$295M1.4M0.05%Q1 202620
Focus Partners Wealth
CIK 0001542153
$260M1.2M0.30%Q4 2025
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