# iShares S&P 500 Value Index Fund (IVE) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287408
Page URL: https://superinvestorclub.com/stock/IVE
Last updated: 2026-07-08T13:33:14.637Z

## Summary

As of the most recent 13F filing period, iShares S&P 500 Value Index Fund (IVE) is held by 2 tracked superinvestors with an aggregate position value of $2.7M representing 0116241143 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 11624 | $2.5M | 0.01% | 2026-03-31 |
| 2 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 1143 | $241,344 | 0.00% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-06-30: 1 holders, $4.3M aggregate, 023681 shares
- 2024-09-30: 1 holders, $2.5M aggregate, 012698 shares
- 2024-12-31: 1 holders, $37.6M aggregate, 0197175 shares
- 2025-03-31: 1 holders, $3.8M aggregate, 019712 shares
- 2025-06-30: 1 holders, $2.1M aggregate, 010978 shares
- 2025-09-30: 1 holders, $1.4M aggregate, 06614 shares
- 2025-12-31: 2 holders, $27.2M aggregate, 01270531143 shares
- 2026-03-31: 2 holders, $2.7M aggregate, 0116241143 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "iShares S&P 500 Value Index Fund (IVE) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/IVE), aggregating SEC 13F, Form 4, and congressional disclosures."