Inst. Holders
50 funds
IV
IVE
ISHARES TR
$228.61 ▲ +0.14%
Prev close $228.2814 New Institutional Positions10 Institutional Exits
Snapshot
The big-picture read on IVE right now — valuation, ownership and activity at a glance.
Inst. Value
$28.4B
Inst. Activity
14 buys / 10 sells
Price chart 30d -3.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: IVE — 61,912 shares ($14.6M) failed to deliver
Settlement: 20260914, Price: $235.32, FTD Value: $14,569,131.84, ISHARES S&P 500 VALUE ETF
Jun 30, 2026 Inst.
Private Advisor Group, LLC — TRIM
190,486 shares ($43.3M)
Jun 30, 2026 Inst.
MERCER GLOBAL ADVISORS INC — ADD
168,907 shares ($38.4M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: IVE — 61,912 shares ($14.6M) failed to deliver
Settlement: 20260914, Price: $235.32, FTD Value: $14,569,131.84, ISHARES S&P 500 VALUE ETF
Sep 11, 2026
ftd
FTD: IVE — 2,926 shares ($0.7M) failed to deliver
Settlement: 20260911, Price: $233.25, FTD Value: $682,489.5, ISHARES S&P 500 VALUE ETF
Sep 7, 2026
dark_pool
Dark Pool: IVE — 0.3M shares, 4,696 trades
Week starting 2026-09-07. Total ATS volume: 338,007 shares across 4,696 trades.
Aug 31, 2026
dark_pool
Dark Pool: IVE — 0.3M shares, 4,950 trades
Week starting 2026-08-31. Total ATS volume: 336,587 shares across 4,950 trades.
Aug 24, 2026
dark_pool
Dark Pool: IVE — 0.3M shares, 4,507 trades
Week starting 2026-08-24. Total ATS volume: 273,363 shares across 4,507 trades.
Institutional ownership
Which big funds own IVE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $28.4B total value (125,227,308 shares) as of 2026-Q2. Top holders: ENVESTNET, JPMORGAN, MORGAN. Net buying activity: 14 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 23,349,327 | $5.3B | 18.6% | — |
| JPMORGAN CHASE & CO | 16,247,060 | $3.7B | 13.0% | — |
| MORGAN STANLEY | 14,914,723 | $3.4B | 11.9% | — |
| LPL Financial LLC | 9,632,373 | $2.2B | 7.7% | — |
| BANK OF AMERICA CORP /DE/ | 9,606,771 | $2.2B | 7.7% | — |
| WELLS FARGO & COMPANY/MN | 6,230,043 | $1.4B | 5.0% | — |
| UBS Group AG | 3,584,194 | $813.8M | 2.9% | — |
| STIFEL FINANCIAL CORP | 3,566,472 | $809.8M | 2.8% | — |
| Cetera Investment Advisers | 3,065,888 | $696.1M | 2.4% | — |
| AMERIPRISE FINANCIAL INC | 2,897,188 | $657.5M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | TRIM | 302,973 | 190,486 | -37.1% | $43.3M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 112,059 | 168,907 | +50.7% | $38.4M |
| Integrated Wealth Concepts LLC | ADD | 77,675 | 105,431 | +35.7% | $23.9M |
| Quantinno Capital Management LP | ADD | 48,569 | 68,690 | +41.4% | $15.6M |
| Vestmark Advisory Solutions, Inc. | TRIM | 134,765 | 55,958 | -58.5% | $12.7M |
| Arax Advisory Partners | ADD | 29,096 | 47,295 | +62.5% | $10.7M |
| ASSETMARK, INC | DOUBLED | 21,213 | 45,471 | +114.4% | $10.3M |
| MATHER GROUP, LLC. | ADD | 27,986 | 40,085 | +43.2% | $9.1M |
| Focus Partners Advisor Solutions, LLC | ADD | 18,559 | 24,581 | +32.4% | $5.6M |
| Calamos Advisors LLC | NEAR_EXIT | 619,118 | 22,531 | -96.4% | $5.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IVE.
Shares short
1,415,608
Settlement Sep 15, 2026
Change vs prior
+3.1%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume