IVE — iShares S&P 500 Value ETF

US equity
237.24 +0.48% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 201.06 · high 238.45

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.

Performance

1 day+0.48%
1 week-0.36%
1 month+3.46%
3 months+4.90%
6 months+7.26%
Year to date+11.50%
1 year+17.64%
3 years+48.05%
5 years+56.37%

Technicals

RSI 1465.0
vs 50-day avg+2.48%
vs 200-day avg+7.57%
Volatility 1y9.9%
Max drawdown 1y-6.54%
Avg volume 30d616.9K
Daily bars held2,674
History from2016-01-04

Dividends

Yield (trailing 12m)1.49%
Paid last 12m3.5437
Payments in 12m4
Paying since2016-03-23

Largest institutional holders

managervalueshares
ENVESTNET ASSET MANAGEMENT INC5.9B27.7M
JPMORGAN CHASE & CO3.6B17.2M
MORGAN STANLEY3.2B14.9M
LPL Financial LLC2.2B10.5M
BANK OF AMERICA CORP /DE/2.0B9.5M
WELLS FARGO & COMPANY/MN1.3B6.2M
UBS Group AG769.3M3.6M
Cetera Investment Advisers695.8M3.3M
STIFEL FINANCIAL CORP688.6M3.3M
AMERIPRISE FINANCIAL INC638.0M3.0M

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d50.2% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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