IVE · Insider trading · 13F holders · Congress trades
iShares S&P 500 Value ETF (IVE)
Who is buying and selling IVE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 588
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
IVE at a glance
- No open-market insider purchases or sales of IVE were filed in the last 90 days.
- 588 13F filers hold IVE among their 50 largest positions, worth $20.2B combined. The biggest bets by portfolio weight are Foundation Wealth Management, LLC (23.9%), Pacific Life Fund Advisors LLC (19.0%) and Home Federal Bank of Tennessee (18.7%). In their latest 13Fs, 3 managers opened a new position and 69 added to one.
- Members of Congress have disclosed 1 IVE trade since 2019, 1 purchase and 0 sales in the past year; the latest was David P. Joyce (R-OH), buying $1K–15K on Dec 31, 2019.
- IVE last closed at $240.02 on Oct 30, 2026.
IVE insider trading
No open-market insider purchases or sales of IVE were filed in the last 90 days.
Who owns IVE? Hedge funds and superinvestors
588 13F filers hold IVE among their 50 largest positions, worth $20.2B combined. The biggest bets by portfolio weight are Foundation Wealth Management, LLC (23.9%), Pacific Life Fund Advisors LLC (19.0%) and Home Federal Bank of Tennessee (18.7%). In their latest 13Fs, 3 managers opened a new position and 69 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Envestnet Asset Management IncWealth manager | 1.3% | $5.3B | 23,349,327 | -15.8% shares | Q2 2026 |
| LPL Financial LLCWealth manager | 0.5% | $2.2B | 9,632,373 | -8.3% shares | Q2 2026 |
| Stifel Financial CorpBroker-dealer | 0.7% | $809.8M | 3,566,472 | +9.4% shares | Q2 2026 |
| Cetera Investment AdvisersWealth manager | 0.6% | $696.1M | 3,065,888 | -7.0% shares | Q2 2026 |
| Cwm, LLCWealth manager | 1.4% | $542.0M | 2,566,919 | -0.5% shares | Q1 2026 |
| Lido Advisors, LLCWealth manager | 1.7% | $483.6M | 2,129,638 | +9.5% shares | Q2 2026 |
| Park Avenue Securities LLCWealth manager | 2.5% | $414.6M | 1,816,354 | +0.3% shares | Q3 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 1.9% | $392.5M | 1,728,446 | -19.6% shares | Q2 2026 |
| Mml Investors Services, LLCWealth manager | 0.8% | $384.9M | 1,695,146 | -1.5% shares | Q2 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 5.4% | $305.3M | 1,337,265 | +6.5% shares | Q3 2026 |
| MAI Capital ManagementWealth manager | 1.1% | $278.3M | 1,225,815 | +21.6% shares | Q2 2026 |
| Foundations Investment Advisors, LLCWealth manager | 2.9% | $278.3M | 1,225,561 | +10.2% shares | Q2 2026 |
| Janney Montgomery Scott LLCWealth manager | 0.5% | $260.9M | 1,149,138 | -14.8% shares | Q2 2026 |
| Sofi Wealth, LLCWealth manager | 9.4% | $243.8M | 1,068,052 | +2.9% shares | Q3 2026 |
| NewEdge Advisors, LLCWealth manager | 0.5% | $183.6M | 808,622 | -5.9% shares | Q2 2026 |
| Sanctuary Advisors, LLCWealth manager | 0.8% | $178.0M | 783,942 | -13.1% shares | Q2 2026 |
| M&T Bank CorpBank & trust | 0.5% | $174.5M | 768,621 | -3.7% shares | Q2 2026 |
| Pacific Life Fund Advisors LLCMutual fund manager | 19.0% | $172.7M | 760,525 | New | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 1.5% | $172.2M | 758,206 | -21.5% shares | Q2 2026 |
| Rehmann Capital Advisory GroupWealth manager | 7.7% | $168.2M | 740,561 | +3.3% shares | Q2 2026 |
| JB Capital LLCWealth manager | 5.2% | $153.0M | 670,210 | +1.1% shares | Q3 2026 |
| Calamos Wealth Management LLCWealth manager | 4.2% | $137.7M | 606,356 | +1.7% shares | Q2 2026 |
| LVZ, Inc.Wealth manager | 13.5% | $131.2M | 574,879 | -0.2% shares | Q3 2026 |
| United Capital Financial Advisors, LLCWealth manager | 0.7% | $128.4M | 565,412 | -14.4% shares | Q2 2026 |
| Advocacy Wealth Management, LLCWealth manager | 3.5% | $96.4M | 424,530 | -16.9% shares | Q2 2026 |
| Home Federal Bank of TennesseeBank & trust | 18.7% | $87.2M | 381,898 | -1.2% shares | Q3 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 0.6% | $83.4M | 367,341 | -0.9% shares | Q2 2026 |
| Encompass Wealth Advisors, LLCWealth manager | 12.0% | $81.1M | 355,202 | +104.7% shares | Q3 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 1.0% | $78.2M | 342,504 | -7.4% shares | Q3 2026 |
| Ascent Group, LLCWealth manager | 2.3% | $77.8M | 342,445 | -14.1% shares | Q2 2026 |
The 30 largest of 588 positions, by value. Each manager counts with its latest 13F (Q3 2026: 298, Q2 2026: 280, Q1 2026: 10). Screen IVE in the grand portfolio →
IVE stock trades by members of Congress
Members of Congress have disclosed 1 IVE trade since 2019, 1 purchase and 0 sales in the past year; the latest was David P. Joyce (R-OH), buying $1K–15K on Dec 31, 2019.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 30, 2020 | David P. JoyceR-OH · House | Buy | $1K–15K | Dec 31, 2019 | +84.5% |
IVE questions and answers
Are insiders buying IVE stock?
No open-market insider purchases or sales of IVE were filed in the last 90 days.
Which hedge funds own IVE?
588 13F filers hold IVE among their 50 largest positions, worth $20.2B combined. The biggest bets by portfolio weight are Foundation Wealth Management, LLC (23.9%), Pacific Life Fund Advisors LLC (19.0%) and Home Federal Bank of Tennessee (18.7%). In their latest 13Fs, 3 managers opened a new position and 69 added to one.
Has Congress traded IVE?
Members of Congress have disclosed 1 IVE trade since 2019, 1 purchase and 0 sales in the past year; the latest was David P. Joyce (R-OH), buying $1K–15K on Dec 31, 2019.
Who is the largest holder of IVE?
Among 13F filers, Envestnet Asset Management Inc reports the largest IVE position, $5.3B (23,349,327 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Foundation Wealth Management, LLC's: 23.9% of its portfolio.
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