§ EQUITY
USDIVE
ISHARES S&P 500 VALUE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
657 increased/new, 751 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 27.7M | 1.6% | −2% |
| JPMORGAN CHASE & CO | 17.2M | n/a | −8% |
| Morgan Stanley | 14.9M | 0.2% | n/a |
| LPL Financial LLC | 10.5M | 0.6% | −5% |
| Bank of America Corp | 9.5M | 0.1% | +2% |
| Wells Fargo & Company | 6.2M | n/a | −1% |
◇ AC INTELLIGENCE
Top institutional owners for IVE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.8% · 1,564 holders
DEALER / BANK35.1% · 95 holders
QUALITY / COMPOUNDER2.2% · 12 holders
PASSIVE / INDEX1.4% · 6 holders
INCOME / DEFENSIVE0.5% · 10 holders
SYSTEMATIC / QUANT0.0% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IVE in the last 180 days.