iShares S&P 500 Value ETFIVEETF
13F holders, Q1 2025 (March 31)1,536holders −22
86new positions
91sold out
4famous investors
$190.20avg. 13F price*
At the end of Q1 2025, 1,536 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, down 22 from Q4 2024. 86 opened new positions and 91 sold out. The largest holders were Envestnet Asset Management Inc. ($3.6B), JPMorgan Chase & Co. ($3.4B) and Morgan Stanley ($2.6B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $140.1M |
| Exits | 91 | $212.2M |
All 13F filers, Q4 2024 → Q1 2025: 19,652,479 shares bought and 4,587,588 shares sold, net +15,064,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,536 holders
| Envestnet Asset Management Inc. | 1.15% | Add +38.8% | 18,643,646 | $3.6B |
| JPMorgan Chase & Co. | 0.26% | Add +5.5% | 17,776,163 | $3.4B |
| Morgan Stanley | 0.19% | Add +6.2% | 13,819,800 | $2.6B |
| Bank of America Corp. | 0.15% | Add +5.3% | 8,579,964 | $1.6B |
| LPL Financial LLC | 0.52% | Add +32.2% | 6,977,283 | $1.3B |
| Wells Fargo & Company | 0.29% | Reduce -3.3% | 6,269,711 | $1.2B |
| UBS Group AG | 0.15% | Reduce -1.2% | 3,558,744 | $678.2M |
| Stifel Financial Corp. | 0.55% | Add +5.3% | 2,713,290 | $517.1M |
| Goldman Sachs Group Inc. | 0.09% | Add +4.2% | 2,590,004 | $493.6M |
| Ameriprise Financial Inc. | 0.13% | Add +3.7% | 2,546,232 | $485.4M |
| PNC Financial Services Group, Inc. | 0.23% | Add +5.3% | 2,257,076 | $430.2M |
| Cetera Investment Advisers | 0.72% | Add +20.1% | 1,960,044 | $373.5M |
| BlackRock, Inc. | 0.01% | Add +42.3% | 1,807,569 | $344.5M |
| Cwm, LLC | 1.37% | Add +24.6% | 1,806,062 | $344.2M |
| Envestnet Portfolio Solutions, Inc. | 1.23% | Add +10.5% | 1,689,028 | $321.9M |
| Lido Advisors, LLC | 1.91% | Add +18.6% | 1,677,023 | $319.6M |
| Raymond James Financial Inc. | 0.11% | Reduce -2.0% | 1,598,578 | $304.7M |
| Park Avenue Securities LLC | 3.40% | Add +53.0% | 1,450,465 | $276.4M |
| Royal Bank of Canada | 0.05% | Add +2.5% | 1,252,572 | $238.7M |
| MML Investors Services, LLC | 0.74% | Add +55.5% | 1,164,224 | $221.9M |
| Commonwealth Equity Services, LLC | 0.30% | Add +12.0% | 1,119,046 | $213.3M |
| Mariner, LLC | 0.35% | Reduce -0.9% | 1,096,426 | $208.9M |
| MAI Capital Management | 1.42% | Reduce -3.6% | 985,720 | $187.9M |
| M&T Bank Corp | 0.65% | Reduce -2.8% | 930,804 | $177.4M |
| Janney Montgomery Scott LLC | 0.50% | Add +37.8% | 921,530 | $175.6M |
| Sofi Wealth, LLC | 12.86% | Add +6106.5% | 897,268 | $171.0M |
| FMR LLC | 0.01% | Reduce -0.7% | 830,308 | $158.2M |
| NewEdge Advisors, LLC | 0.83% | Add +51.9% | 733,872 | $139.9M |
| Composition Wealth, LLC | 2.76% | Add +3.7% | 723,475 | $137.9M |
| US Bancorp \de | 0.18% | Reduce -1.3% | 708,297 | $135.0M |
| OneDigital Investment Advisors LLC | 1.49% | Add +49.3% | 660,120 | $125.8M |
| Rehmann Capital Advisory Group | 7.61% | Add +12.7% | 634,066 | $120.8M |
| Sanctuary Advisors, LLC | 0.84% | Add +28.5% | 625,992 | $119.3M |
| Bank of New York Mellon Corp | 0.02% | Add +47.2% | 607,547 | $115.8M |
| NorthCoast Asset Management LLC | 0.57% | Add +0.2% | 592,878 | $113.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.98% | Reduce -12.4% | 557,167 | $106.2M |
| Foundations Investment Advisors, LLC | 1.94% | Add +11.6% | 550,534 | $104.9M |
| Osaic Holdings, Inc. | 0.23% | Reduce -5.8% | 546,084 | $104.2M |
| HighTower Advisors, LLC | 0.14% | Reduce -0.3% | 545,081 | $103.9M |
| Avantax Advisory Services, Inc. | 0.63% | Add +15.7% | 542,286 | $103.3M |
| Calamos Wealth Management LLC | 5.23% | Add +13.2% | 542,196 | $103.3M |
| Truist Financial Corp. | 0.15% | Add +7.8% | 498,057 | $94.9M |
| United Capital Financial Advisors, LLC | 0.81% | Add +38.2% | 494,055 | $94.2M |
| JB Capital LLC | 5.07% | Add +49.5% | 482,375 | $91.9M |
| LVZ, Inc. | 11.03% | Add +0.9% | 440,965 | $84.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +18.4% | 429,231 | $81.8M |
| Focus Partners Wealth | 0.20% | Reduce -0.9% | 413,144 | $78.7M |
| Kestra Advisory Services, LLC | 0.37% | Add +0.9% | 405,618 | $77.3M |
| Betterment LLC | 0.18% | Reduce -3.4% | 401,919 | $76.6M |
| Home Federal Bank of Tennessee | 22.05% | Add +1.3% | 391,037 | $74.5M |
| Comerica Bank | 0.30% | Add +0.3% | 370,893 | $70.7M |
| Moneta Group Investment Advisors LLC | 0.92% | Add +7.9% | 351,642 | $67.0M |
| Praetorian Wealth Management, Inc. | 16.19% | Add +2.9% | 348,366 | $66.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.1% | 323,083 | $61.6M |
| Jones Financial Companies LLLP | 0.05% | Add +20.6% | 319,118 | $60.3M |
| Rockefeller Capital Management L.P. | 0.15% | Add +4.2% | 314,972 | $60.0M |
| Valmark Advisers, Inc. | 0.89% | Reduce -0.8% | 309,696 | $59.0M |
| Baird Financial Group, Inc. | 0.11% | Reduce -11.6% | 298,694 | $56.9M |
| Courier Capital LLC | 3.71% | Add +1.9% | 297,613 | $56.7M |
| LPWM LLC | 18.08% | Add +5.2% | 294,469 | $56.1M |
| Financial Engines Advisors L.L.C. | 0.12% | Reduce -5.8% | 291,920 | $55.6M |
| Ascent Group, LLC | 2.37% | Add +585.6% | 290,047 | $55.3M |
| Advocacy Wealth Management, LLC | 3.69% | Add +62.4% | 284,328 | $54.2M |
| Barclays PLC | 0.02% | Reduce -0.8% | 281,980 | $53.7M |
| Bank of Montreal | 0.03% | Reduce -0.8% | 281,859 | $53.7M |
| CX Institutional | 2.03% | Add +21.2% | 281,643 | $53.7M |
| Probity Advisors, Inc. | 10.04% | Add +2.0% | 274,448 | $52.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -1.3% | 271,408 | $51.7M |
| Amarillo National Bank | 10.00% | Reduce -0.8% | 269,746 | $51.4M |
| Fifth Third Bancorp | 0.18% | Reduce -4.3% | 252,233 | $48.1M |
| Atria Wealth Solutions, Inc. | 0.57% | Add +26.2% | 246,581 | $47.0M |
| Frank, Rimerman Advisors LLC | 3.68% | Reduce -9.7% | 243,910 | $46.5M |
| Evoke Wealth, LLC | 1.21% | Add +3.0% | 242,324 | $46.2M |
| Equitable Holdings, Inc. | 0.43% | Add +15.8% | 238,394 | $45.4M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -1.6% | 226,859 | $44.7M |
| Regions Financial Corp. | 0.33% | Add +1.3% | 233,381 | $44.5M |
| Keybank National Association | 0.18% | Reduce -4.9% | 233,102 | $44.4M |
| Strategic Point Investment Advisors, LLC | 7.37% | Reduce -1.3% | 232,194 | $44.3M |
| Austin Private Wealth, LLC | 3.95% | Add +56.3% | 230,981 | $44.0M |
| Corient Private Wealth LP | 0.07% | Add +108.6% | 219,538 | $41.8M |
| Private Advisor Group, LLC | 0.25% | Add +8.7% | 218,634 | $41.7M |
| World Investment Advisors | 1.05% | Add +2427.9% | 212,043 | $40.4M |
| Baker Avenue Asset Management, LP | 1.24% | Reduce -0.3% | 207,910 | $39.6M |
| AE Wealth Management LLC | 0.33% | Add +14.7% | 204,726 | $39.0M |
| West Wealth Group, LLC | 11.48% | Add +19.2% | 204,116 | $38.8M |
| Smith, Moore & Co. | 3.56% | Add +1.3% | 201,394 | $38.4M |
| Salomon & Ludwin, LLC | 4.03% | Reduce -3.1% | 198,572 | $37.8M |
| Horizon Wealth Management, LLC | 6.10% | New | 189,783 | $36.2M |
| Phillips Financial Management, LLC | 2.70% | Reduce -5.2% | 183,276 | $34.9M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 181,565 | $34.6M |
| North Star Investment Management Corp. | 2.52% | Add +2.0% | 181,562 | $34.6M |
| CreativeOne Wealth, LLC | 1.02% | Add +51.9% | 179,780 | $34.3M |
| Foundation Wealth Management, LLC | 26.08% | Add +0.9% | 174,724 | $33.3M |
| 1834 Investment Advisors Co. | 4.24% | Reduce -4.4% | 172,333 | $32.8M |
| Koss-Olinger Consulting, LLC | 2.73% | Reduce -1.6% | 170,188 | $32.4M |
| Two Sigma Investments, LP | 0.07% | Add +369.3% | 163,800 | $31.2M |
| Encompass Wealth Advisors, LLC | 12.58% | Add +3.8% | 162,167 | $30.9M |
| Financial Life Advisors | 11.48% | Add +2.6% | 161,610 | $30.8M |
| Spire Wealth Management | 0.98% | Reduce -0.8% | 161,329 | $30.7M |
| Creative Planning | 0.03% | Add +16.9% | 158,698 | $30.2M |
"% 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.