Follow-The-Filings

Security

IVE

Ishares Tr · S&P 500 VAL ETF

Equity holders as of 2026 Q1 (each manager’s latest book)

11 owners 2 exits max 0.2% (Ancora Advisors LLC)

owners 11
max % 0.2%
tracked value $148M
qoq A 5 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Ancora Advisors LLC 2026 Q1 0.2% Add +0.03 pp 48,517 $10M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.09 pp 312,700 $66M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% 150 $34M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 72,158 $15M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.0% Reduce -0.11 pp 11,624 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 9,091 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 49,642 $10M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.0% Reduce 0.00 pp 18 $4M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 10,359 $2M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 5,949 $1M hist
Mairs & Power Inc. 2026 Q1 0.0% 1,143 $241 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 31,700 $7M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 10,798 $2M hist

ownership over time

filing count by report period · click a bar for that quarter’s holders