iShares S&P 500 Value ETFIVEETF
13F holders, Q2 2024 (June 30)1,367holders +12
76new positions
76sold out
5famous investors
$181.59avg. 13F price*
At the end of Q2 2024, 1,367 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 12 from Q1 2024. 76 opened new positions and 76 sold out. The largest holders were JPMorgan Chase & Co. ($3.2B), Morgan Stanley ($2.3B) and Envestnet Asset Management Inc. ($2.3B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P 500 Value ETF
- CUSIP
- 464287408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $133.0M |
| Exits | 76 | $279.4M |
All 13F filers, Q1 2024 → Q2 2024: 5,587,376 shares bought and 4,273,538 shares sold, net +1,313,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,367 holders
| JPMorgan Chase & Co. | 0.28% | Reduce -0.7% | 17,657,915 | $3.2B |
| Morgan Stanley | 0.17% | Add +1.5% | 12,399,766 | $2.3B |
| Envestnet Asset Management Inc. | 0.79% | Add +3.5% | 12,380,397 | $2.3B |
| Bank of America Corp. | 0.14% | Reduce -1.1% | 7,724,599 | $1.4B |
| Wells Fargo & Company | 0.36% | Add +2.2% | 7,676,743 | $1.4B |
| Goldman Sachs Group Inc. | 0.16% | Reduce -1.7% | 4,574,969 | $832.7M |
| LPL Financial LLC | 0.39% | Add +4.9% | 4,258,617 | $775.1M |
| UBS Group AG | 0.20% | Add +0.7% | 3,532,581 | $643.0M |
| Ameriprise Financial Inc. | 0.12% | Add +0.6% | 2,479,234 | $451.0M |
| Stifel Financial Corp. | 0.50% | Add +0.1% | 2,427,692 | $441.9M |
| PNC Financial Services Group, Inc. | 0.22% | Add +6.0% | 1,835,991 | $334.2M |
| US Bancorp \de | 0.39% | Add +1.4% | 1,560,117 | $284.0M |
| Cwm, LLC | 1.26% | Reduce -2.0% | 1,465,679 | $266.8M |
| Envestnet Portfolio Solutions, Inc. | 0.90% | Add +3.4% | 1,424,716 | $259.3M |
| Cetera Investment Advisers | 0.59% | Reduce -0.4% | 1,405,171 | $255.8M |
| Royal Bank of Canada | 0.06% | Add +4.0% | 1,321,931 | $240.6M |
| BlackRock Inc. | 0.01% | Reduce -0.2% | 1,256,404 | $228.7M |
| Mariner, LLC | 0.39% | Reduce -1.3% | 1,112,452 | $202.5M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -2.3% | 1,055,291 | $192.1M |
| M&T Bank Corp | 0.63% | Reduce -5.7% | 1,013,721 | $184.5M |
| Manufacturers Life Insurance Company, The | 0.16% | Add +43.2% | 918,220 | $167.1M |
| Park Avenue Securities LLC | 2.04% | Add +1.6% | 917,118 | $166.9M |
| Raymond James Financial Services Advisors, Inc. | 0.22% | Add +0.4% | 859,747 | $156.5M |
| FMR LLC | 0.01% | Reduce -0.6% | 844,161 | $153.6M |
| Raymond James & Associates | 0.10% | Add +5.2% | 820,957 | $149.4M |
| MAI Capital Management | 1.33% | Add +0.9% | 741,507 | $135.0M |
| MML Investors Services, LLC | 0.51% | Reduce -0.1% | 695,893 | $126.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.60% | Reduce -1.0% | 665,680 | $121.2M |
| Composition Wealth, LLC | 2.89% | Add +3.7% | 651,733 | $118.6M |
| Janney Montgomery Scott LLC | 0.36% | Add +3.1% | 646,680 | $117.7M |
| Focus Partners Wealth | 0.40% | Add +114.1% | 646,474 | $117.7M |
| Lido Advisors, LLC | 0.94% | Add +5.0% | 624,680 | $113.7M |
| Kestra Advisory Services, LLC | 0.58% | Add +5.4% | 580,557 | $103.9M |
| HighTower Advisors, LLC | 0.15% | Add +0.8% | 518,957 | $94.4M |
| Osaic Holdings, Inc. | 0.22% | Reduce -10.7% | 502,362 | $91.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -4.9% | 493,152 | $89.8M |
| NorthCoast Asset Management LLC | 0.74% | Add +16264.1% | 476,687 | $86.8M |
| Calamos Wealth Management LLC | 4.67% | Add +0.6% | 472,506 | $86.0M |
| Rehmann Capital Advisory Group | 6.09% | Add +8.0% | 467,108 | $85.0M |
| Sanctuary Advisors, LLC | 0.60% | — | 458,257 | $82.6M |
| OneDigital Investment Advisors LLC | 1.00% | Add +33.5% | 439,577 | $80.0M |
| Betterment LLC | 0.21% | Reduce -2.4% | 435,867 | $79.3M |
| LVZ, Inc. | 10.79% | Add +1.2% | 434,818 | $79.1M |
| Truist Financial Corp. | 0.12% | Add +5.4% | 429,478 | $78.2M |
| Avantax Advisory Services, Inc. | 0.54% | Add +169.1% | 416,871 | $75.9M |
| Foundations Investment Advisors, LLC | 1.81% | Add +14.0% | 408,708 | $74.4M |
| Home Federal Bank of Tennessee | 21.77% | Reduce -1.0% | 393,145 | $71.6M |
| Comerica Bank | 0.29% | Reduce -0.9% | 384,215 | $69.9M |
| Bank of New York Mellon Corp | 0.01% | Add +8.0% | 375,751 | $68.4M |
| United Capital Financial Advisors, LLC | 0.57% | Reduce -2.4% | 362,558 | $66.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +1.8% | 356,938 | $65.0M |
| Baird Financial Group, Inc. | 0.13% | Reduce -5.0% | 348,787 | $63.5M |
| Praetorian Wealth Management, Inc. | 15.47% | Add +3.7% | 332,022 | $60.4M |
| Moneta Group Investment Advisors LLC | 0.96% | Reduce -1.0% | 331,423 | $60.3M |
| Valmark Advisers, Inc. | 1.02% | Reduce -5.9% | 329,276 | $59.9M |
| Koss-Olinger Consulting, LLC | 5.16% | New | 307,140 | $55.9M |
| NewEdge Advisors, LLC | 0.40% | Add +21.8% | 304,801 | $55.5M |
| McKinley Carter Wealth Services, Inc. | 3.52% | Reduce -35.6% | 303,805 | $55.3M |
| JB Capital LLC | 3.46% | Add +7.9% | 303,287 | $55.2M |
| Amarillo National Bank | 10.43% | Reduce -2.5% | 301,307 | $54.8M |
| Courier Capital LLC | 4.22% | Reduce -1.7% | 291,485 | $53.1M |
| Bank of Montreal | 0.02% | Reduce -15.0% | 288,205 | $52.9M |
| Financial Engines Advisors L.L.C. | 0.12% | Add +12.2% | 289,158 | $52.6M |
| Fifth Third Bancorp | 0.20% | Reduce -6.0% | 288,589 | $52.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -2.3% | 283,305 | $51.6M |
| Peninsula Wealth, LLC | 9.34% | Add +41.9% | 268,686 | $50.0M |
| LPWM LLC | 17.01% | Add +1.2% | 271,122 | $49.2M |
| Frank, Rimerman Advisors LLC | 3.48% | No change | 269,955 | $49.1M |
| Rockefeller Capital Management L.P. | 0.14% | Add +6.1% | 267,168 | $48.6M |
| Barclays PLC | 0.02% | Reduce -17.1% | 267,026 | $48.6M |
| Phillips Financial Management, LLC | 3.98% | Reduce -3.5% | 264,915 | $48.2M |
| Halpern Financial, Inc. | 13.05% | Reduce -1.3% | 260,974 | $47.5M |
| Keybank National Association | 0.19% | Reduce -1.2% | 258,579 | $47.1M |
| Probity Advisors, Inc. | 9.72% | Reduce -0.4% | 257,655 | $46.9M |
| Salomon & Ludwin, LLC | 4.76% | Reduce -24.8% | 234,181 | $42.6M |
| Strategic Point Investment Advisors, LLC | 7.55% | Reduce -0.9% | 231,539 | $42.1M |
| Regions Financial Corp. | 0.31% | Reduce -0.8% | 221,466 | $40.3M |
| Rwa Wealth Partners, LLC | 0.53% | Reduce -5.8% | 219,721 | $40.0M |
| Smith Anglin Financial, LLC | 4.01% | Reduce -9.6% | 217,882 | $39.7M |
| Baker Avenue Asset Management, LP | 1.28% | Add +0.6% | 206,570 | $37.6M |
| Smith, Moore & Co. | 3.85% | Add +3.4% | 205,308 | $37.4M |
| 1834 Investment Advisors Co. | 4.47% | Reduce -2.4% | 203,897 | $37.1M |
| Equitable Holdings, Inc. | 0.39% | Add +7.1% | 203,046 | $37.0M |
| Berkshire Money Management, Inc. | 4.48% | Add +1.6% | 202,865 | $36.9M |
| Quantitative Strategies, Inc. | 20.24% | Reduce -5.0% | 194,780 | $35.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +23.1% | 193,364 | $35.2M |
| Atria Wealth Solutions, Inc. | 0.39% | Add +0.0% | 192,583 | $35.1M |
| Platte River Wealth Advisors, LLC | 9.49% | Add +1.3% | 185,874 | $33.8M |
| First Hawaiian Bank | 1.13% | Reduce -31.2% | 182,802 | $33.3M |
| Foundation Wealth Management, LLC | 24.98% | Add +4.4% | 175,119 | $31.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -1.7% | 173,973 | $31.7M |
| North Star Investment Management Corp. | 2.26% | Reduce -4.6% | 169,462 | $30.8M |
| CX Institutional | 1.40% | Reduce -1.8% | 163,306 | $29.7M |
| Per Stirling Capital Management, LLC. | 4.72% | Add +5.3% | 161,075 | $29.3M |
| Greenleaf Trust | 0.28% | Reduce -4.4% | 160,493 | $29.2M |
| Spire Wealth Management | 1.02% | Add +0.7% | 158,840 | $28.8M |
| Jones Financial Companies LLLP | 0.03% | Add +12.0% | 158,060 | $28.8M |
| West Wealth Group, LLC | 10.16% | Add +1.7% | 157,929 | $28.7M |
| Alera Investment Advisors, LLC | 3.40% | Add +168.7% | 155,474 | $28.3M |
| Advocacy Wealth Management, LLC | 2.33% | Add +11.8% | 155,121 | $28.2M |
"% of holder's portfolio" is IVE's weight in each manager's 13F, not the share of iShares S&P 500 Value ETF the manager owns.