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
1,695
Shares (Excl. Options)
185,607,389
Price
$211.15
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- Security type / class
- Equity / S&P 500 VAL ETF
- Symbol
- IVE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 185,607,389
- Total 13F value
- $39,117,331,506
- Portfolio coverage rank
- 0.14%
- Share change
- -3,749,524
- Value change
- -$799,118,389
- Number of holders
- 1,695
- SEC-reported price per share
- $224.64
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IVE - ISHARES TR - S&P 500 VAL ETF is tracked under CUSIP 464287408.
- 1695 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1,677 to 1,695 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $40,369,009,659 to $39,117,331,506.
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 1695 institutions filings for Q1 2026.
Security key
464287408
Latest holder period
Q1 2026
13F holders
1,695
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, 1,695 institutional investors reported holding 185,607,389 shares of ISHARES TR - S&P 500 VAL ETF (IVE).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 185,607,389 | $39,117,331,506 | -$799,118,389 | $211.15 | 1,695 |
| 2025 Q4 | 190,421,705 | $40,369,009,659 | +$5,289,078,301 | $212.07 | 1,677 |
| 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 |