iShares S&P 500 Value ETFIVEETF
13F holders, Q4 2024 (December 31)1,558holders +116
74new positions
63sold out
6famous investors
$190.43avg. 13F price*
At the end of Q4 2024, 1,558 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 116 from Q3 2024. 74 opened new positions and 63 sold out. The largest holders were JPMorgan Chase & Co. ($3.2B), Envestnet Asset Management Inc. ($2.6B) and Morgan Stanley ($2.5B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $243.3M |
| Exits | 63 | $83.2M |
All 13F filers, Q3 2024 → Q4 2024: 8,169,953 shares bought and 3,464,443 shares sold, net +4,705,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,558 holders
| JPMorgan Chase & Co. | 0.25% | Reduce -1.0% | 16,853,606 | $3.2B |
| Envestnet Asset Management Inc. | 0.82% | Add +3.8% | 13,435,769 | $2.6B |
| Morgan Stanley | 0.17% | Add +3.9% | 13,009,014 | $2.5B |
| Bank of America Corp. | 0.14% | Add +2.5% | 8,148,548 | $1.6B |
| Wells Fargo & Company | 0.30% | Reduce -6.7% | 6,486,094 | $1.2B |
| LPL Financial LLC | 0.41% | Add +19.1% | 5,277,943 | $1.0B |
| UBS Group AG | 0.15% | Add +2.3% | 3,600,608 | $687.3M |
| Stifel Financial Corp. | 0.51% | Add +3.5% | 2,576,656 | $491.8M |
| Goldman Sachs Group Inc. | 0.09% | Add +5.0% | 2,484,586 | $474.3M |
| Ameriprise Financial Inc. | 0.12% | Add +7.5% | 2,455,376 | $468.2M |
| PNC Financial Services Group, Inc. | 0.27% | Add +8.4% | 2,142,670 | $409.0M |
| Cetera Investment Advisers | 0.65% | Add +11.3% | 1,631,317 | $311.4M |
| Raymond James Financial Inc. | 0.12% | — | 1,630,728 | $311.3M |
| Envestnet Portfolio Solutions, Inc. | 0.95% | Add +3.4% | 1,527,973 | $291.7M |
| Cwm, LLC | 1.15% | Reduce -0.2% | 1,449,306 | $276.6M |
| Lido Advisors, LLC | 1.70% | Add +46.5% | 1,414,358 | $270.0M |
| BlackRock, Inc. | 0.00% | Add +2.2% | 1,269,854 | $242.4M |
| Royal Bank of Canada | 0.05% | Reduce -4.2% | 1,221,993 | $233.3M |
| Mariner, LLC | 0.35% | Add +0.0% | 1,106,614 | $211.2M |
| MAI Capital Management | 1.45% | Add +35.5% | 1,022,513 | $195.2M |
| Commonwealth Equity Services, LLC | 0.28% | Add +8.0% | 999,059 | $190.7M |
| M&T Bank Corp | 0.61% | Reduce -2.0% | 957,583 | $182.8M |
| Park Avenue Securities LLC | 1.86% | Add +5.8% | 947,689 | $180.9M |
| FMR LLC | 0.01% | Add +0.3% | 836,540 | $159.7M |
| MML Investors Services, LLC | 0.49% | Add +6.5% | 748,927 | $143.0M |
| US Bancorp \de | 0.18% | Reduce -51.5% | 717,400 | $136.9M |
| Composition Wealth, LLC | 2.70% | Add +6.3% | 697,434 | $133.1M |
| Janney Montgomery Scott LLC | 0.35% | Add +2.4% | 668,923 | $127.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.35% | Reduce -3.9% | 635,819 | $121.4M |
| NorthCoast Asset Management LLC | 0.56% | Reduce -3.5% | 591,809 | $113.0M |
| Rehmann Capital Advisory Group | 6.80% | Add +1.1% | 562,501 | $107.4M |
| HighTower Advisors, LLC | 0.14% | Add +3.5% | 546,802 | $104.4M |
| Osaic Holdings, Inc. | 0.23% | Add +9.4% | 579,785 | $102.4M |
| Sanctuary Advisors, LLC | 0.61% | Add +2.7% | 487,271 | $96.2M |
| Foundations Investment Advisors, LLC | 1.82% | Add +11.8% | 493,316 | $94.2M |
| NewEdge Advisors, LLC | 0.55% | Add +41.9% | 483,082 | $92.2M |
| Calamos Wealth Management LLC | 4.64% | Add +0.5% | 478,996 | $91.4M |
| Avantax Advisory Services, Inc. | 0.56% | Add +2.4% | 468,838 | $89.5M |
| Truist Financial Corp. | 0.14% | Add +4.7% | 461,953 | $88.2M |
| OneDigital Investment Advisors LLC | 0.98% | Reduce -0.9% | 442,029 | $84.4M |
| LVZ, Inc. | 10.70% | Add +1.6% | 436,966 | $83.4M |
| Focus Partners Wealth | 0.21% | Add +56.8% | 416,996 | $79.6M |
| Betterment LLC | 0.19% | Reduce -2.7% | 416,031 | $79.4M |
| Bank of New York Mellon Corp | 0.01% | Add +5.9% | 412,823 | $78.8M |
| USA Financial Formulas | 12.13% | New | 404,398 | $77.2M |
| Kestra Advisory Services, LLC | 0.42% | Reduce -16.9% | 401,937 | $76.7M |
| Home Federal Bank of Tennessee | 21.80% | Reduce -2.2% | 385,974 | $73.7M |
| Comerica Bank | 0.28% | Add +0.4% | 369,889 | $70.6M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +12.8% | 362,416 | $69.2M |
| Modern Wealth Management, LLC | 2.57% | Add +4363.6% | 360,523 | $68.8M |
| United Capital Financial Advisors, LLC | 0.58% | Reduce -0.6% | 357,398 | $68.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.5% | 340,291 | $65.0M |
| Praetorian Wealth Management, Inc. | 15.70% | Add +1.7% | 338,495 | $64.6M |
| Baird Financial Group, Inc. | 0.12% | Reduce -1.1% | 337,828 | $64.5M |
| Moneta Group Investment Advisors LLC | 0.87% | Reduce -0.9% | 325,880 | $62.2M |
| JB Capital LLC | 3.45% | Add +6.0% | 322,652 | $61.6M |
| Valmark Advisers, Inc. | 0.93% | Reduce -3.1% | 312,314 | $59.6M |
| Financial Engines Advisors L.L.C. | 0.12% | Add +9.9% | 309,790 | $59.1M |
| Rockefeller Capital Management L.P. | 0.15% | Add +9.2% | 302,187 | $57.7M |
| Courier Capital LLC | 3.85% | Add +0.1% | 292,201 | $55.8M |
| Barclays PLC | 0.03% | Add +7.3% | 284,280 | $54.3M |
| Bank of Montreal | 0.03% | Add +0.2% | 284,004 | $54.2M |
| LPWM LLC | 17.16% | Add +0.9% | 279,915 | $53.4M |
| Peninsula Wealth, LLC | 9.11% | Add +0.2% | 279,913 | $53.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -5.7% | 275,019 | $52.5M |
| McKinley Carter Wealth Services, Inc. | 3.19% | Reduce -4.0% | 273,206 | $52.1M |
| Amarillo National Bank | 9.53% | Reduce -0.2% | 272,053 | $51.9M |
| Frank, Rimerman Advisors LLC | 3.74% | No change | 269,955 | $51.5M |
| Probity Advisors, Inc. | 9.89% | Add +2.4% | 269,058 | $51.4M |
| Jones Financial Companies LLLP | 0.05% | Add +32.2% | 264,511 | $50.5M |
| Fifth Third Bancorp | 0.18% | Reduce -8.5% | 263,429 | $50.3M |
| Keybank National Association | 0.18% | Reduce -1.5% | 245,156 | $46.8M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -1.7% | 230,448 | $45.4M |
| Evoke Wealth, LLC | 1.25% | Add +3.6% | 235,338 | $44.9M |
| Strategic Point Investment Advisors, LLC | 7.32% | Add +1.3% | 235,303 | $44.9M |
| CX Institutional | 1.76% | Add +40.2% | 232,351 | $44.4M |
| Regions Financial Corp. | 0.32% | Add +11.7% | 230,329 | $44.0M |
| Manufacturers Life Insurance Company, The | 0.04% | New | 218,420 | $41.7M |
| Baker Avenue Asset Management, LP | 1.22% | Add +0.3% | 208,579 | $39.8M |
| Berkshire Money Management, Inc. | 4.29% | Add +0.9% | 206,526 | $39.4M |
| Equitable Holdings, Inc. | 0.37% | Add +1.6% | 205,964 | $39.3M |
| Salomon & Ludwin, LLC | 4.15% | Reduce -5.4% | 205,016 | $39.1M |
| Rwa Wealth Partners, LLC | 0.48% | Reduce -3.4% | 204,632 | $39.1M |
| Private Advisor Group, LLC | 0.22% | Add +2.0% | 201,170 | $38.4M |
| Smith, Moore & Co. | 3.47% | Reduce -3.0% | 198,729 | $37.9M |
| Davis Selected Advisers | 0.22% | Add +1452.8% | 197,175 | $37.6M |
| Atria Wealth Solutions, Inc. | 0.41% | Add +0.5% | 195,339 | $37.3M |
| Phillips Financial Management, LLC | 2.90% | Reduce -22.8% | 193,255 | $36.9M |
| BNP Paribas Financial Markets | 0.03% | Add +46.0% | 192,440 | $36.7M |
| Quantitative Strategies, Inc. | 19.41% | Reduce -0.6% | 190,181 | $36.3M |
| Pinkerton Wealth, LLC | 5.16% | New | 186,462 | $35.6M |
| Northern Trust Corp. | 0.01% | Add +4.3% | 185,440 | $35.4M |
| 1834 Investment Advisors Co. | 4.35% | Reduce -6.3% | 180,202 | $34.4M |
| AE Wealth Management LLC | 0.29% | Add +32.2% | 178,438 | $34.1M |
| North Star Investment Management Corp. | 2.37% | Reduce -1.8% | 178,004 | $34.0M |
| Advocacy Wealth Management, LLC | 2.54% | Add +9.7% | 175,124 | $33.4M |
| Foundation Wealth Management, LLC | 25.67% | Reduce -2.6% | 173,218 | $33.1M |
| Koss-Olinger Consulting, LLC | 2.89% | Reduce -1.2% | 173,045 | $33.0M |
| West Wealth Group, LLC | 9.75% | Add +7.0% | 171,204 | $32.7M |
| Spire Wealth Management | 0.96% | Add +2.9% | 162,706 | $31.1M |
"% 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.