iShares S&P 500 Value ETFIVEETF
13F holders, Q3 2025 (September 30)1,577holders +39
96new positions
51sold out
4famous investors
$206.22avg. 13F price*
At the end of Q3 2025, 1,577 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 39 from Q2 2025. 96 opened new positions and 51 sold out. The largest holders were Envestnet Asset Management Inc. ($4.6B), JPMorgan Chase & Co. ($3.7B) and Morgan Stanley ($2.9B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $86.8M |
| Exits | 51 | $33.2M |
All 13F filers, Q2 2025 → Q3 2025: 6,541,029 shares bought and 3,310,041 shares sold, net +3,230,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,577 holders
| Envestnet Asset Management Inc. | 1.31% | Add +5.4% | 22,121,389 | $4.6B |
| JPMorgan Chase & Co. | 0.24% | Add +0.2% | 17,926,374 | $3.7B |
| Morgan Stanley | 0.18% | Add +0.5% | 14,209,911 | $2.9B |
| LPL Financial LLC | 0.52% | Add +8.0% | 8,546,412 | $1.8B |
| Bank of America Corp. | 0.13% | Add +0.9% | 8,396,957 | $1.7B |
| Wells Fargo & Company | 0.26% | Reduce -2.5% | 6,143,986 | $1.3B |
| UBS Group AG | 0.15% | Add +1.1% | 3,604,778 | $744.4M |
| Ameriprise Financial Inc. | 0.14% | Add +0.2% | 3,036,494 | $627.1M |
| Stifel Financial Corp. | 0.57% | Add +3.1% | 3,019,690 | $623.6M |
| Cetera Investment Advisers | 0.67% | Add +31.7% | 2,782,870 | $574.7M |
| PNC Financial Services Group, Inc. | 0.30% | Add +0.2% | 2,367,761 | $489.0M |
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 1,989,351 | $410.8M |
| Cwm, LLC | 1.17% | Add +0.5% | 1,876,261 | $387.5M |
| Lido Advisors, LLC | 1.53% | Add +9.2% | 1,788,336 | $369.3M |
| Park Avenue Securities LLC | 2.83% | Add +6.1% | 1,757,032 | $362.8M |
| Envestnet Portfolio Solutions, Inc. | 1.31% | Add +0.5% | 1,723,476 | $355.9M |
| Raymond James Financial Inc. | 0.11% | Add +2.8% | 1,692,485 | $349.5M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -33.6% | 1,563,018 | $322.8M |
| MML Investors Services, LLC | 0.78% | Add +1.3% | 1,413,565 | $291.9M |
| Royal Bank of Canada | 0.05% | Add +3.1% | 1,255,646 | $259.3M |
| Mariner, LLC | 0.30% | Add +0.2% | 1,116,038 | $230.5M |
| Janney Montgomery Scott LLC | 0.52% | Add +5.8% | 1,065,301 | $220.0M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -7.9% | 1,024,838 | $211.6M |
| MAI Capital Management | 1.32% | Add +0.1% | 1,020,960 | $210.8M |
| Sofi Wealth, LLC | 10.73% | Add +1.4% | 964,917 | $199.3M |
| M&T Bank Corp | 0.59% | Reduce -1.8% | 848,999 | $175.3M |
| FMR LLC | 0.01% | Add +0.1% | 826,903 | $170.8M |
| Bank of New York Mellon Corp | 0.03% | Add +9.3% | 786,895 | $162.5M |
| Sanctuary Advisors, LLC | 0.90% | Add +3.8% | 763,243 | $157.6M |
| Foundations Investment Advisors, LLC | 2.18% | Add +10.8% | 724,597 | $149.6M |
| OneDigital Investment Advisors LLC | 1.52% | Add +4.3% | 718,063 | $148.3M |
| NorthCoast Asset Management LLC | 0.58% | Add +0.5% | 717,964 | $148.3M |
| Osaic Holdings, Inc. | 0.21% | Add +8.3% | 719,030 | $147.7M |
| NewEdge Advisors, LLC | 0.66% | Reduce -1.1% | 703,676 | $145.3M |
| Rehmann Capital Advisory Group | 7.43% | Add +4.8% | 656,319 | $135.6M |
| HighTower Advisors, LLC | 0.15% | Add +6.8% | 654,568 | $135.2M |
| JB Capital LLC | 5.76% | Add +9.1% | 646,210 | $133.4M |
| LVZ, Inc. | 13.98% | Add +32.4% | 595,326 | $122.9M |
| Calamos Wealth Management LLC | 4.35% | Add +3.9% | 577,104 | $119.2M |
| Truist Financial Corp. | 0.15% | Reduce -14.9% | 544,054 | $112.4M |
| United Capital Financial Advisors, LLC | 0.80% | Add +3.3% | 536,893 | $110.9M |
| Focus Partners Wealth | 0.17% | Add +0.9% | 522,826 | $108.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.56% | Reduce -4.9% | 479,321 | $99.0M |
| Jones Financial Companies LLLP | 0.06% | Add +12.4% | 425,785 | $87.5M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +0.9% | 423,627 | $87.5M |
| Home Federal Bank of Tennessee | 21.67% | Add +0.2% | 392,291 | $81.0M |
| US Bancorp \de | 0.10% | Reduce -36.6% | 391,065 | $80.8M |
| Betterment LLC | 0.15% | Reduce -2.7% | 378,298 | $78.1M |
| Moneta Group Investment Advisors LLC | 0.61% | Add +3.1% | 369,806 | $76.4M |
| Advocacy Wealth Management, LLC | 3.31% | Add +6.9% | 369,492 | $76.3M |
| Comerica Bank | 0.28% | Reduce -2.7% | 360,866 | $74.5M |
| Composition Wealth, LLC | 1.10% | Reduce -53.8% | 356,907 | $73.7M |
| Rockefeller Capital Management L.P. | 0.14% | Add +5.0% | 345,789 | $71.4M |
| Kestra Advisory Services, LLC | 0.32% | Reduce -1.8% | 343,373 | $70.9M |
| Two Sigma Investments, LP | 0.11% | Add +700.0% | 327,200 | $67.6M |
| LPWM LLC | 17.48% | Add +3.1% | 317,272 | $65.5M |
| CX Institutional | 1.96% | Reduce -4.8% | 312,968 | $64.6M |
| Ascent Group, LLC | 2.26% | Add +1.3% | 309,923 | $64.0M |
| Valmark Advisers, Inc. | 0.79% | Reduce -1.3% | 295,843 | $61.1M |
| Courier Capital LLC | 3.49% | Reduce -0.7% | 295,100 | $60.9M |
| Probity Advisors, Inc. | 9.84% | Add +3.5% | 293,869 | $60.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +8.7% | 292,373 | $60.4M |
| Baird Financial Group, Inc. | 0.09% | Reduce -2.1% | 282,024 | $58.2M |
| AE Wealth Management LLC | 0.36% | Add +9.8% | 276,587 | $57.1M |
| Private Advisor Group, LLC | 0.28% | Reduce -4.1% | 272,954 | $56.4M |
| Bank of Montreal | 0.02% | Reduce -0.7% | 270,468 | $55.9M |
| Amarillo National Bank | 9.64% | Reduce -1.1% | 265,568 | $54.8M |
| Barclays PLC | 0.02% | Reduce -3.5% | 264,512 | $54.6M |
| Thrivent Financial for Lutherans | 0.11% | Add +133.8% | 260,769 | $53.9M |
| Equitable Holdings, Inc. | 0.39% | Reduce -0.3% | 253,692 | $52.4M |
| Fifth Third Bancorp | 0.16% | Reduce -2.0% | 245,888 | $50.8M |
| Evoke Wealth, LLC | 1.06% | Reduce -0.6% | 245,376 | $50.7M |
| Kestra Investment Management, LLC | 1.34% | Add +6.0% | 242,138 | $50.0M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +0.3% | 238,227 | $49.2M |
| Strategic Point Investment Advisors, LLC | 7.06% | Add +1.6% | 237,957 | $49.1M |
| Austin Private Wealth, LLC | 3.78% | Reduce -2.3% | 237,955 | $49.1M |
| Regions Financial Corp. | 0.31% | Reduce -4.4% | 228,424 | $47.2M |
| Modern Wealth Management, LLC | 0.91% | Add +1.1% | 222,823 | $46.0M |
| Keybank National Association | 0.16% | Reduce -5.2% | 220,085 | $45.4M |
| Atria Investments, Inc | 0.52% | Add +12.9% | 218,255 | $45.1M |
| CreativeOne Wealth, LLC | 1.07% | Add +4.4% | 211,410 | $43.7M |
| Baker Avenue Asset Management, LP | 1.04% | Add +0.5% | 210,947 | $43.6M |
| Greenup Street Wealth Management LLC | 6.50% | Add +49.7% | 204,855 | $42.3M |
| West Wealth Group, LLC | 9.49% | Add +3.2% | 203,887 | $42.1M |
| Icon Wealth Advisors, LLC | 2.85% | Add +5.8% | 203,599 | $42.0M |
| Smith, Moore & Co. | 3.13% | Reduce -0.2% | 197,787 | $40.8M |
| Salomon & Ludwin, LLC | 3.62% | Reduce -1.5% | 193,529 | $40.2M |
| Northern Trust Corp. | 0.01% | Add +1.9% | 188,101 | $38.8M |
| Foundation Wealth Management, LLC | 25.99% | Add +4.0% | 184,882 | $38.2M |
| North Star Investment Management Corp. | 2.44% | Add +1.0% | 183,681 | $37.9M |
| Phillips Financial Management, LLC | 2.44% | Reduce -1.0% | 179,185 | $37.0M |
| Financial Life Advisors | 11.48% | Add +2.5% | 173,050 | $35.7M |
| Encompass Wealth Advisors, LLC | 11.99% | Add +1.9% | 170,493 | $35.2M |
| TD Waterhouse Canada Inc. | 0.21% | Add +8.5% | 157,114 | $32.6M |
| Greenleaf Trust | 0.30% | Reduce -1.7% | 157,781 | $32.6M |
| Powell Investment Advisors, LLC | 11.27% | Reduce -2.7% | 156,000 | $32.2M |
| Creative Planning | 0.02% | Add +0.9% | 154,589 | $31.9M |
| Berkshire Money Management, Inc. | 3.23% | Reduce -0.2% | 152,101 | $31.4M |
| Condor Capital Management | 2.56% | Add +2.0% | 151,482 | $31.3M |
| Quest Investment Management LLC | 3.27% | No change | 150,813 | $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.