Latest Period
Q1 2026
Security Snapshot
ISHARES TR - S&P 500 VAL ETF (IVE) Institutional Ownership
CUSIP: 464287408
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
1,669
Shares (Excl. Options)
184,366,716
Price
$211.15
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- Type / Class
- Equity / S&P 500 VAL ETF
- Symbol
- IVE
- Price per share
- $220.91
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 184,366,716
- Total reported value
- $38,855,474,967
- % of total 13F portfolios
- 0.14%
- Share change
- -3,675,089
- Value change
- -$783,453,476
- Number of holders
- 1,669
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- IVE - ISHARES TR - S&P 500 VAL ETF is tracked under CUSIP 464287408.
- 1669 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1,672 to 1,669 between Q4 2025 and Q1 2026.
- Reported value moved from $40,360,616,641 to $38,855,474,967.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 1669 institutions filings for Q1 2026.
Security key
464287408
Latest holder period
Q1 2026
13F holders
1,669
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464287408:
As of 31 Mar 2026, 1,669 institutional investors reported holding 184,366,716 shares of ISHARES TR - S&P 500 VAL ETF (IVE).
Institutional Holders of ISHARES TR - S&P 500 VAL ETF (IVE) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 184,366,716 | $38,855,474,967 | -$783,453,476 | $211.15 | 1,669 |
| 2025 Q4 | 190,382,128 | $40,360,616,641 | +$5,289,563,302 | $212.07 | 1,672 |
| 2025 Q3 | 164,374,753 | $33,934,112,877 | +$655,217,162 | $206.51 | 1,559 |
| 2025 Q2 | 161,707,152 | $31,603,352,602 | +$1,082,742,401 | $195.42 | 1,512 |
| 2025 Q1 | 156,431,066 | $29,804,241,262 | +$2,740,473,146 | $190.58 | 1,512 |
| 2024 Q4 | 143,576,625 | $27,412,388,974 | +$877,033,759 | $190.88 | 1,538 |
| 2024 Q3 | 137,551,042 | $27,117,333,594 | -$461,263,896 | $197.17 | 1,425 |
| 2024 Q2 | 140,487,872 | $25,575,100,263 | +$173,944,370 | $182.01 | 1,357 |
| 2024 Q1 | 139,372,842 | $26,024,954,897 | +$4,279,924,832 | $186.81 | 1,346 |
| 2023 Q4 | 116,517,235 | $20,254,129,842 | +$543,755,058 | $173.89 | 1,246 |
| 2023 Q3 | 112,594,295 | $17,314,232,996 | +$124,920,755 | $153.84 | 1,137 |
| 2023 Q2 | 111,419,703 | $17,960,666,786 | -$131,318,764 | $161.19 | 1,134 |
| 2023 Q1 | 111,873,153 | $16,978,141,108 | -$1,049,154,237 | $151.76 | 1,110 |
| 2022 Q4 | 118,601,193 | $17,214,205,627 | +$410,405,201 | $145.07 | 1,103 |
| 2022 Q3 | 115,368,476 | $14,835,921,425 | -$676,152,712 | $128.52 | 1,038 |
| 2022 Q2 | 120,628,829 | $16,592,039,612 | +$513,907,594 | $137.46 | 1,056 |
| 2022 Q1 | 117,099,193 | $18,239,704,156 | +$1,216,028,345 | $155.72 | 1,064 |
| 2021 Q4 | 109,178,248 | $17,095,031,730 | +$393,646,973 | $156.63 | 1,031 |
| 2021 Q3 | 104,546,376 | $15,210,097,090 | -$132,109,070 | $145.42 | 924 |
| 2021 Q2 | 107,013,712 | $15,801,451,742 | -$363,356,382 | $147.64 | 923 |
| 2021 Q1 | 109,825,489 | $15,504,400,709 | +$495,051,659 | $141.24 | 897 |
| 2020 Q4 | 105,600,935 | $13,533,205,111 | +$455,903,249 | $128.02 | 888 |
| 2020 Q3 | 100,148,053 | $11,242,537,944 | -$125,531,847 | $112.45 | 760 |
| 2020 Q2 | 101,603,137 | $10,994,246,194 | -$529,221,122 | $108.21 | 757 |
| 2020 Q1 | 105,413,416 | $10,148,647,003 | +$1,444,621,019 | $96.25 | 756 |
| 2019 Q4 | 91,522,433 | $11,911,680,940 | +$101,867,244 | $130.09 | 819 |
| 2019 Q3 | 88,494,359 | $10,538,638,511 | -$28,688,910 | $119.14 | 710 |
| 2019 Q2 | 89,139,014 | $10,382,515,394 | +$65,104,435 | $116.57 | 723 |
| 2019 Q1 | 88,859,427 | $10,019,739,848 | -$606,716,285 | $112.74 | 717 |
| 2018 Q4 | 94,707,550 | $9,583,190,895 | +$755,354,692 | $101.14 | 720 |
| 2018 Q3 | 84,503,462 | $9,786,457,466 | -$360,022,680 | $115.84 | 640 |
| 2018 Q2 | 87,450,291 | $9,630,197,321 | +$280,322,965 | $110.13 | 633 |
| 2018 Q1 | 84,939,852 | $9,281,019,816 | -$530,459,698 | $109.34 | 624 |
| 2017 Q4 | 89,685,342 | $10,247,501,663 | +$427,681,936 | $114.24 | 617 |
| 2017 Q3 | 88,207,381 | $9,518,590,418 | +$139,479,426 | $107.91 | 544 |
| 2017 Q2 | 86,958,493 | $9,124,706,516 | -$12,238,291 | $104.96 | 523 |
| 2017 Q1 | 86,970,249 | $9,047,128,232 | +$549,969,270 | $104.04 | 519 |
| 2016 Q4 | 81,958,481 | $8,296,631,907 | +$1,030,701,839 | $101.38 | 514 |
| 2016 Q3 | 71,028,327 | $6,742,810,518 | +$41,671,551 | $94.96 | 442 |
| 2016 Q2 | 71,155,440 | $6,612,195,519 | +$134,462,883 | $92.90 | 439 |
| 2016 Q1 | 69,377,466 | $6,238,368,513 | +$530,613,047 | $89.93 | 416 |
| 2015 Q4 | 63,342,623 | $5,596,370,273 | +$652,676,064 | $88.53 | 399 |
| 2015 Q3 | 54,072,587 | $4,561,781,467 | +$235,437,622 | $84.03 | 356 |
| 2015 Q2 | 51,215,568 | $4,723,828,995 | -$55,145,392 | $92.21 | 356 |
| 2015 Q1 | 51,871,544 | $4,802,032,866 | -$183,164,331 | $92.56 | 354 |
| 2014 Q4 | 53,680,809 | $5,033,109,697 | +$193,636,445 | $93.77 | 361 |
| 2014 Q3 | 49,739,058 | $4,477,374,948 | +$322,236,526 | $90.07 | 319 |
| 2014 Q2 | 47,911,030 | $4,325,528,229 | +$525,288,285 | $90.28 | 314 |
| 2014 Q1 | 41,904,954 | $3,641,343,163 | +$150,071,857 | $86.90 | 299 |