iShares S&P 500 Value ETFIVEETF
13F holders, Q2 2025 (June 30)1,538holders +2
82new positions
83sold out
4famous investors
$195.23avg. 13F price*
At the end of Q2 2025, 1,538 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 2 from Q1 2025. 82 opened new positions and 83 sold out. The largest holders were Envestnet Asset Management Inc. ($4.1B), JPMorgan Chase & Co. ($3.5B) and Morgan Stanley ($2.8B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $62.3M |
| Exits | 83 | $109.7M |
All 13F filers, Q1 2025 → Q2 2025: 9,914,814 shares bought and 4,423,602 shares sold, net +5,491,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,538 holders
| Envestnet Asset Management Inc. | 1.20% | Add +12.6% | 20,983,503 | $4.1B |
| JPMorgan Chase & Co. | 0.24% | Add +0.7% | 17,895,697 | $3.5B |
| Morgan Stanley | 0.18% | Add +2.3% | 14,135,647 | $2.8B |
| Bank of America Corp. | 0.13% | Reduce -3.0% | 8,324,917 | $1.6B |
| LPL Financial LLC | 0.52% | Add +13.4% | 7,911,905 | $1.5B |
| Wells Fargo & Company | 0.27% | Add +0.5% | 6,300,593 | $1.2B |
| UBS Group AG | 0.15% | Add +0.2% | 3,567,406 | $697.1M |
| Ameriprise Financial Inc. | 0.15% | Add +19.0% | 3,031,014 | $591.8M |
| Stifel Financial Corp. | 0.56% | Add +7.9% | 2,928,155 | $572.2M |
| PNC Financial Services Group, Inc. | 0.30% | Add +4.7% | 2,362,479 | $461.7M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -9.2% | 2,352,694 | $459.8M |
| Cetera Investment Advisers | 0.70% | Add +7.8% | 2,112,895 | $412.9M |
| BlackRock, Inc. | 0.01% | Add +10.1% | 1,990,567 | $389.0M |
| Cwm, LLC | 1.29% | Add +3.4% | 1,867,100 | $364.9M |
| Envestnet Portfolio Solutions, Inc. | 1.23% | Add +1.6% | 1,715,649 | $335.3M |
| Park Avenue Securities LLC | 2.98% | Add +14.2% | 1,655,804 | $323.6M |
| Raymond James Financial Inc. | 0.11% | Add +3.0% | 1,647,217 | $321.9M |
| Lido Advisors, LLC | 1.70% | Reduce -2.3% | 1,638,052 | $320.1M |
| MML Investors Services, LLC | 0.79% | Add +19.9% | 1,396,052 | $272.8M |
| Royal Bank of Canada | 0.05% | Reduce -2.8% | 1,217,580 | $237.9M |
| Mariner, LLC | 0.31% | Add +1.6% | 1,113,524 | $217.6M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -0.6% | 1,112,628 | $217.4M |
| MAI Capital Management | 1.38% | Add +3.4% | 1,019,527 | $199.2M |
| Janney Montgomery Scott LLC | 0.51% | Add +9.2% | 1,006,406 | $196.7M |
| Sofi Wealth, LLC | 11.36% | Add +6.1% | 951,932 | $186.0M |
| M&T Bank Corp | 0.58% | Reduce -7.2% | 864,195 | $168.9M |
| FMR LLC | 0.01% | Reduce -0.5% | 826,416 | $161.5M |
| Composition Wealth, LLC | 2.53% | Add +6.7% | 771,617 | $150.8M |
| Sanctuary Advisors, LLC | 0.89% | Add +17.4% | 735,201 | $143.7M |
| Bank of New York Mellon Corp | 0.03% | Add +18.5% | 719,697 | $140.6M |
| NorthCoast Asset Management LLC | 0.60% | Add +20.5% | 714,381 | $139.6M |
| NewEdge Advisors, LLC | 0.72% | Reduce -3.1% | 711,333 | $139.0M |
| OneDigital Investment Advisors LLC | 1.49% | Add +4.3% | 688,175 | $134.5M |
| Osaic Holdings, Inc. | 0.23% | Add +21.6% | 663,926 | $129.8M |
| Foundations Investment Advisors, LLC | 2.02% | Add +18.8% | 653,970 | $127.8M |
| Truist Financial Corp. | 0.18% | Add +28.4% | 639,577 | $125.0M |
| Rehmann Capital Advisory Group | 7.41% | Reduce -1.3% | 626,003 | $122.3M |
| US Bancorp \de | 0.15% | Reduce -12.9% | 616,663 | $120.5M |
| HighTower Advisors, LLC | 0.15% | Add +12.5% | 612,975 | $119.8M |
| JB Capital LLC | 5.61% | Add +22.8% | 592,200 | $115.7M |
| Avantax Advisory Services, Inc. | 0.60% | Add +3.4% | 560,577 | $109.5M |
| Calamos Wealth Management LLC | 4.66% | Add +2.5% | 555,581 | $108.6M |
| United Capital Financial Advisors, LLC | 0.82% | Add +5.2% | 519,868 | $101.6M |
| Focus Partners Wealth | 0.22% | Add +25.5% | 518,381 | $101.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.65% | Reduce -9.5% | 504,103 | $98.5M |
| LVZ, Inc. | 10.53% | Add +2.0% | 449,606 | $87.9M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -2.2% | 419,881 | $82.1M |
| Home Federal Bank of Tennessee | 21.69% | Add +0.1% | 391,484 | $76.5M |
| Betterment LLC | 0.16% | Reduce -3.3% | 388,831 | $76.0M |
| Jones Financial Companies LLLP | 0.06% | Add +18.7% | 378,868 | $73.6M |
| EP Wealth Advisors, LLC | 0.48% | Add +795.8% | 373,966 | $73.1M |
| Comerica Bank | 0.28% | Add +0.0% | 371,035 | $72.5M |
| Moneta Group Investment Advisors LLC | 0.83% | Add +2.0% | 358,694 | $70.1M |
| Kestra Advisory Services, LLC | 0.33% | Reduce -13.8% | 349,692 | $68.3M |
| Advocacy Wealth Management, LLC | 4.14% | Add +21.5% | 345,509 | $67.5M |
| Rockefeller Capital Management L.P. | 0.14% | Add +4.6% | 329,320 | $64.4M |
| CX Institutional | 2.24% | Add +16.7% | 328,571 | $64.2M |
| LPWM LLC | 17.54% | Add +4.5% | 307,687 | $60.1M |
| Ascent Group, LLC | 2.33% | Add +5.5% | 305,852 | $59.8M |
| Valmark Advisers, Inc. | 0.82% | Reduce -3.2% | 299,730 | $58.6M |
| Courier Capital LLC | 3.52% | Reduce -0.2% | 297,095 | $58.1M |
| Baird Financial Group, Inc. | 0.10% | Reduce -3.5% | 288,124 | $56.3M |
| Private Advisor Group, LLC | 0.30% | Add +30.2% | 284,590 | $55.6M |
| Probity Advisors, Inc. | 9.75% | Add +3.5% | 283,962 | $55.5M |
| Barclays PLC | 0.02% | Reduce -2.8% | 274,046 | $53.6M |
| Bank of Montreal | 0.03% | Reduce -3.3% | 272,484 | $53.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.9% | 268,949 | $52.6M |
| Amarillo National Bank | 9.75% | Reduce -0.5% | 268,401 | $52.5M |
| Equitable Holdings, Inc. | 0.41% | Add +6.7% | 254,330 | $49.7M |
| AE Wealth Management LLC | 0.36% | Add +23.0% | 251,862 | $49.2M |
| Fifth Third Bancorp | 0.17% | Reduce -0.5% | 250,958 | $49.0M |
| Evoke Wealth, LLC | 1.13% | Add +1.9% | 246,849 | $48.2M |
| Frank, Rimerman Advisors LLC | 3.20% | No change | 243,910 | $47.7M |
| Austin Private Wealth, LLC | 3.77% | Add +5.5% | 243,662 | $47.6M |
| Regions Financial Corp. | 0.32% | Add +2.4% | 238,941 | $46.7M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -18.6% | 237,561 | $46.4M |
| Strategic Point Investment Advisors, LLC | 7.06% | Add +0.8% | 234,146 | $45.8M |
| Keybank National Association | 0.17% | Reduce -0.4% | 232,226 | $45.4M |
| Kestra Investment Management, LLC | 1.35% | Add +200.9% | 228,501 | $44.7M |
| Modern Wealth Management, LLC | 1.06% | Add +721.5% | 220,477 | $43.1M |
| Baker Avenue Asset Management, LP | 1.17% | Add +1.0% | 209,974 | $41.0M |
| CreativeOne Wealth, LLC | 1.04% | Add +12.7% | 202,555 | $39.6M |
| West Wealth Group, LLC | 9.66% | Reduce -3.2% | 197,547 | $38.8M |
| Salomon & Ludwin, LLC | 3.83% | Reduce -1.1% | 196,493 | $38.8M |
| Smith, Moore & Co. | 3.25% | Reduce -1.6% | 198,115 | $38.7M |
| Atria Investments, Inc | 0.45% | Add +27.1% | 193,306 | $37.8M |
| Icon Wealth Advisors, LLC | 2.68% | Add +24.4% | 192,531 | $37.6M |
| Northern Trust Corp. | 0.01% | Add +1.6% | 184,563 | $36.1M |
| North Star Investment Management Corp. | 2.48% | Add +0.1% | 181,803 | $35.5M |
| Phillips Financial Management, LLC | 2.57% | Reduce -1.2% | 180,996 | $35.4M |
| Foundation Wealth Management, LLC | 24.20% | Add +1.8% | 177,796 | $34.7M |
| Financial Life Advisors | 11.28% | Add +4.4% | 168,750 | $33.0M |
| Encompass Wealth Advisors, LLC | 11.99% | Add +3.2% | 167,380 | $32.7M |
| Integrated Wealth Concepts LLC | 0.32% | Add +20.6% | 165,169 | $32.3M |
| 1834 Investment Advisors Co. | 4.05% | Reduce -5.1% | 163,617 | $32.0M |
| Greenleaf Trust | 0.28% | Add +2.2% | 160,499 | $31.4M |
| Powell Investment Advisors, LLC | 11.76% | Add +5.9% | 160,365 | $31.3M |
| Koss-Olinger Consulting, LLC | 2.53% | Reduce -7.2% | 157,948 | $30.9M |
| Creative Planning | 0.03% | Reduce -3.4% | 153,247 | $29.9M |
| Berkshire Money Management, Inc. | 3.13% | Add +15.6% | 152,352 | $29.8M |
"% 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.