ISHARES S&P 500 VALUE ETF

iShares S&P 500 Value ETF (ticker IVE, CUSIP 464287408) is the iShares product tracking the S&P 500 Value Index, a large-cap value basket drawn from the S&P 500's cheapest P/E quartile of stocks in sectors including financials, healthcare, energy, industrials, and consumer staples. It is widely used by institutions, wealth managers, and financial advisors as a cost-efficient core equity holding. In Q2 2026, ten institutions reported $6.01M in IVE holdings — a relatively small base that limits the statistical certainty of conclusions but is still directionally useful. Burkett Financial Services led in dollar terms at $1.71M and 7,544 shares, having trimmed 340 shares (+$48K value change, implying IVE rose modestly during Q2). Hilltop National Bank cut sharply, reducing from 6,307 to 5,740 shares (-567 and -$28K). Eastern Bank reduced from 4,089 to 3,634 shares (-455 and -$38K). Versant Capital Management held its 4,477 shares flat with a $71K value gain. Kerr Financial reduced nominally for 9 shares with a positive value change. First County Bank, MassMutual, and Roxbury held flat. The most notable adjustment was CX Institutional's meaningful liquidation — from 208,906 to 200,775 shares, an 8,131-share reduction that while modest in percentage of CX's total book (3.9%), is notable among the smaller IVE holder set.