ISHARES S&P 500/BARRA VALUE

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IVE·464287408·US·ETF·Unknown - Unknown

IVE (ISHARES S&P 500/BARRA VALUE) is held by 160 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($5.3B), JPMORGAN CHASE & CO ($3.7B), MORGAN STANLEY ($3.4B). Net institutional sentiment: Mixed.

160

Holders

(25 Elite)

$29.2B

Total Value

49% (154)

Consensus

75 buying - 79 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)43

Insider (Form 4)35

Activist (13D/13G)35

Congressional (STOCK Act)78

Holder Quality

49

★★★★★

Elite

77

★★★★

Strong

57

★★★

Solid

15

★★

Below

46

★

Weak

Held by 160 funds

25 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IVE.

Top Holders

Top Holders (160)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	23.3M(-15.8%)	$5.3B	1.3%	+32.05%	0
JPMORGAN CHASE & CO	Decreased	16.2M(-5.4%)	$3.7B	0.2%	+21.28%	0
MORGAN STANLEY	Decreased	14.9M(-0.1%)	$3.4B	0.2%	+31.48%	0
LPL Financial LLC	Decreased	9.6M(-8.3%)	$2.2B	0.5%	+32.88%	0
BANK OF AMERICA CORP /DE/	Increased	9.6M(+1.6%)	$2.2B	0.1%	+24.46%	39
WELLS FARGO & COMPANY/MN	Increased	6.2M(+0.3%)	$1.4B	0.2%	+58.71%	38
UBS Group AG	Decreased	3.6M(-1.6%)	$813.8M	0.1%	+105.82%	0
STIFEL FINANCIAL CORP	Increased	3.6M(+9.4%)	$809.8M	0.7%	+67.93%	49
Cetera Investment Advisers	Decreased	3.1M(-7.0%)	$696.1M	0.6%	+24.58%	0
AMERIPRISE FINANCIAL INC	Decreased	2.9M(-3.7%)	$657.5M	0.1%	+63.59%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	2.2M(-2.7%)	$501.8M	0.2%	+65.92%	0
Lido Advisors, LLC	Increased	2.1M(+9.5%)	$483.6M	1.3%	+31.82%	54
BlackRock, Inc.	Decreased	2M(-22.1%)	$458.8M	0.0%	+21.37%	0
Envestnet Portfolio Solutions, Inc.	Decreased	1.7M(-19.6%)	$392.5M	1.9%	+25.53%	0
MML INVESTORS SERVICES, LLC	Decreased	1.7M(-1.5%)	$384.9M	0.8%	+24.79%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.7M(+2.1%)	$375.8M	0.1%	+24.60%	38
GOLDMAN SACHS GROUP INC	Increased	1.4M(+0.0%)	$321.6M	0.0%	+25.40%	31
ROYAL BANK OF CANADA	Decreased	1.4M(-1.9%)	$311M	0.0%	+23.54%	0
MAI Capital Management	Increased	1.2M(+21.6%)	$278.3M	1.0%	+48.86%	58
FWFocus Partners Wealth	Decreased	1.2M(-1.9%)	$273.7M	0.3%	+17.95%	0

Showing 1-20 of 164

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer