iShares S&P 500 Value ETFIVEETF
13F holders, Q3 2024 (September 30)1,442holders +75
117new positions
42sold out
6famous investors
$196.53avg. 13F price*
At the end of Q3 2024, 1,442 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 75 from Q2 2024. 117 opened new positions and 42 sold out. The largest holders were JPMorgan Chase & Co. ($3.4B), Envestnet Asset Management Inc. ($2.6B) and Morgan Stanley ($2.5B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $218.8M |
| Exits | 42 | $214.1M |
All 13F filers, Q2 2024 → Q3 2024: 4,954,878 shares bought and 7,764,360 shares sold, net −2,809,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,442 holders
| JPMorgan Chase & Co. | 0.27% | Reduce -3.6% | 17,023,645 | $3.4B |
| Envestnet Asset Management Inc. | 0.82% | Add +4.5% | 12,941,985 | $2.6B |
| Morgan Stanley | 0.18% | Add +1.0% | 12,525,927 | $2.5B |
| Bank of America Corp. | 0.14% | Add +2.9% | 7,947,841 | $1.6B |
| Wells Fargo & Company | 0.33% | Reduce -9.5% | 6,948,326 | $1.4B |
| LPL Financial LLC | 0.39% | Add +4.0% | 4,430,080 | $873.5M |
| UBS Group AG | 0.19% | Reduce -0.4% | 3,519,391 | $693.9M |
| Stifel Financial Corp. | 0.51% | Add +2.5% | 2,488,560 | $490.7M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -48.3% | 2,366,444 | $466.6M |
| Ameriprise Financial Inc. | 0.12% | Reduce -7.9% | 2,283,423 | $450.5M |
| PNC Financial Services Group, Inc. | 0.25% | Add +7.6% | 1,975,642 | $389.5M |
| Envestnet Portfolio Solutions, Inc. | 0.95% | Add +3.8% | 1,478,333 | $291.5M |
| US Bancorp \de | 0.37% | Reduce -5.3% | 1,478,004 | $291.4M |
| Cetera Investment Advisers | 0.63% | Add +4.3% | 1,465,294 | $288.9M |
| Cwm, LLC | 1.23% | Reduce -0.9% | 1,451,914 | $286.3M |
| Royal Bank of Canada | 0.06% | Reduce -3.5% | 1,275,535 | $251.5M |
| BlackRock, Inc. | 0.01% | — | 1,242,437 | $245.0M |
| Mariner, LLC | 0.39% | Reduce -0.6% | 1,106,232 | $218.1M |
| M&T Bank Corp | 0.63% | Reduce -3.6% | 976,920 | $192.6M |
| Lido Advisors, LLC | 1.44% | Add +54.6% | 965,585 | $190.4M |
| Commonwealth Equity Services, LLC | 0.28% | Reduce -12.3% | 925,353 | $182.5M |
| Park Avenue Securities LLC | 1.98% | Reduce -2.3% | 895,916 | $176.6M |
| Raymond James Financial Services Advisors, Inc. | 0.22% | Reduce -1.3% | 848,238 | $167.2M |
| FMR LLC | 0.01% | Reduce -1.1% | 834,488 | $164.5M |
| Raymond James & Associates | 0.10% | Add +1.5% | 833,241 | $164.3M |
| MAI Capital Management | 1.42% | Add +1.8% | 754,586 | $148.8M |
| MML Investors Services, LLC | 0.51% | Add +1.1% | 703,304 | $138.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.01% | Reduce -0.7% | 661,346 | $130.4M |
| Composition Wealth, LLC | 2.99% | Add +0.7% | 656,214 | $129.4M |
| Janney Montgomery Scott LLC | 0.36% | Add +1.1% | 653,516 | $128.9M |
| Rehmann Capital Advisory Group | 7.17% | Add +19.1% | 556,304 | $109.7M |
| Osaic Holdings, Inc. | 0.24% | Add +5.5% | 530,162 | $104.6M |
| HighTower Advisors, LLC | 0.15% | Add +1.8% | 528,505 | $104.2M |
| Sanctuary Advisors, LLC | 0.61% | Add +3.5% | 474,474 | $96.7M |
| Kestra Advisory Services, LLC | 0.53% | Reduce -16.6% | 483,924 | $95.4M |
| Calamos Wealth Management LLC | 4.91% | Add +0.9% | 476,828 | $94.0M |
| Avantax Advisory Services, Inc. | 0.59% | Add +9.8% | 457,820 | $90.3M |
| OneDigital Investment Advisors LLC | 1.00% | Add +1.4% | 445,878 | $87.9M |
| Foundations Investment Advisors, LLC | 1.83% | Add +8.0% | 441,292 | $87.0M |
| Truist Financial Corp. | 0.14% | Add +2.7% | 441,105 | $87.0M |
| LVZ, Inc. | 10.85% | Reduce -1.1% | 430,271 | $84.8M |
| Betterment LLC | 0.20% | Reduce -1.9% | 427,438 | $84.3M |
| Home Federal Bank of Tennessee | 22.25% | Add +0.4% | 394,556 | $77.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.7% | 389,770 | $76.9M |
| Comerica Bank | 0.29% | Reduce -4.2% | 368,273 | $72.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -27.0% | 360,211 | $71.0M |
| United Capital Financial Advisors, LLC | 0.58% | Reduce -0.8% | 359,714 | $70.9M |
| Baird Financial Group, Inc. | 0.13% | Reduce -2.1% | 341,399 | $67.3M |
| NewEdge Advisors, LLC | 0.44% | Add +11.7% | 340,542 | $67.1M |
| Praetorian Wealth Management, Inc. | 16.35% | Add +0.3% | 332,981 | $65.7M |
| Moneta Group Investment Advisors LLC | 0.94% | Reduce -0.8% | 328,719 | $64.8M |
| Valmark Advisers, Inc. | 0.99% | Reduce -2.2% | 322,180 | $63.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -10.0% | 321,296 | $63.4M |
| JB Capital LLC | 3.44% | Add +0.3% | 304,279 | $60.0M |
| Courier Capital LLC | 3.94% | Add +0.2% | 292,011 | $57.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +2.9% | 291,648 | $57.5M |
| Fifth Third Bancorp | 0.21% | Reduce -0.2% | 287,940 | $56.8M |
| McKinley Carter Wealth Services, Inc. | 3.39% | Reduce -6.3% | 284,622 | $56.1M |
| Peninsula Wealth, LLC | 9.80% | Add +4.0% | 279,468 | $56.1M |
| Bank of Montreal | 0.03% | Reduce -1.6% | 283,544 | $55.7M |
| Financial Engines Advisors L.L.C. | 0.12% | Reduce -2.5% | 281,882 | $55.6M |
| Rockefeller Capital Management L.P. | 0.15% | Add +3.6% | 276,776 | $54.6M |
| LPWM LLC | 17.73% | Add +2.3% | 277,279 | $54.2M |
| Amarillo National Bank | 9.82% | Reduce -9.6% | 272,492 | $53.7M |
| Focus Partners Wealth | 0.17% | Reduce -58.9% | 265,920 | $53.4M |
| Frank, Rimerman Advisors LLC | 3.78% | No change | 269,955 | $53.2M |
| Barclays PLC | 0.02% | Reduce -0.8% | 265,026 | $52.3M |
| Probity Advisors, Inc. | 9.92% | Add +2.0% | 262,761 | $51.8M |
| Halpern Financial, Inc. | 12.83% | Reduce -2.7% | 254,034 | $49.9M |
| Phillips Financial Management, LLC | 3.83% | Reduce -5.5% | 250,386 | $49.4M |
| Keybank National Association | 0.19% | Reduce -3.7% | 248,910 | $49.1M |
| Thrivent Financial for Lutherans | 0.09% | Add +21.3% | 234,487 | $46.2M |
| Strategic Point Investment Advisors, LLC | 7.56% | Add +0.4% | 232,407 | $45.8M |
| Evoke Wealth, LLC | 1.22% | New | 227,122 | $44.8M |
| Salomon & Ludwin, LLC | 4.35% | Reduce -7.5% | 216,693 | $42.7M |
| Rwa Wealth Partners, LLC | 0.52% | Reduce -3.6% | 211,887 | $41.8M |
| Baker Avenue Asset Management, LP | 1.30% | Add +0.7% | 207,985 | $41.0M |
| Mma Asset Management LLC | 10.85% | Add +116.3% | 228,003 | $40.7M |
| Regions Financial Corp. | 0.29% | Reduce -6.8% | 206,285 | $40.7M |
| Smith, Moore & Co. | 3.86% | Reduce -0.2% | 204,945 | $40.4M |
| Berkshire Money Management, Inc. | 4.62% | Add +0.8% | 204,597 | $40.3M |
| Equitable Holdings, Inc. | 0.39% | Reduce -0.1% | 202,775 | $40.0M |
| Jones Financial Companies LLLP | 0.04% | Add +26.6% | 200,091 | $39.3M |
| Private Advisor Group, LLC | 0.24% | Add +36.8% | 197,163 | $38.9M |
| Atria Wealth Solutions, Inc. | 0.42% | Add +0.9% | 194,321 | $38.3M |
| 1834 Investment Advisors Co. | 4.42% | Reduce -5.7% | 192,384 | $37.9M |
| Per Stirling Capital Management, LLC. | 5.26% | Add +19.3% | 192,104 | $37.9M |
| Quantitative Strategies, Inc. | 20.01% | Reduce -1.7% | 191,415 | $37.7M |
| Platte River Wealth Advisors, LLC | 10.06% | Add +2.3% | 190,108 | $37.5M |
| North Star Investment Management Corp. | 2.47% | Add +6.9% | 181,229 | $35.7M |
| Northern Trust Corp. | 0.01% | Add +19.5% | 177,855 | $35.1M |
| Foundation Wealth Management, LLC | 26.59% | Add +1.5% | 177,819 | $35.1M |
| Koss-Olinger Consulting, LLC | 3.00% | Reduce -43.0% | 175,150 | $34.5M |
| CX Institutional | 1.45% | Add +1.5% | 165,752 | $32.7M |
| Corient Private Wealth LP | 0.05% | Add +290.1% | 162,592 | $32.0M |
| West Wealth Group, LLC | 10.23% | Add +1.3% | 160,052 | $31.6M |
| Advocacy Wealth Management, LLC | 2.47% | Add +2.9% | 159,683 | $31.5M |
| Spire Wealth Management | 1.05% | Reduce -0.4% | 158,196 | $31.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.31% | New | 157,916 | $31.2M |
| Financial Life Advisors | 11.62% | Add +4.7% | 155,957 | $30.8M |
"% 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.