iShares S&P 500 Value ETFIVEETF
13F holders, Q4 2025 (December 31)1,693holders +116
80new positions
55sold out
6famous investors
$211.66avg. 13F price*
At the end of Q4 2025, 1,693 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 116 from Q3 2025. 80 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($6.0B), JPMorgan Chase & Co. ($4.0B) and Morgan Stanley ($3.2B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $96.8M |
| Exits | 55 | $75.3M |
All 13F filers, Q3 2025 → Q4 2025: 27,263,101 shares bought and 2,032,140 shares sold, net +25,230,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,693 holders
| Envestnet Asset Management Inc. | 1.79% | Add +28.4% | 28,393,408 | $6.0B |
| JPMorgan Chase & Co. | 0.27% | Add +4.6% | 18,748,246 | $4.0B |
| Morgan Stanley | 0.19% | Add +7.5% | 15,278,856 | $3.2B |
| LPL Financial LLC | 0.64% | Add +28.9% | 11,013,259 | $2.3B |
| Bank of America Corp. | 0.14% | Add +10.5% | 9,275,417 | $2.0B |
| Wells Fargo & Company | 0.26% | Add +2.0% | 6,264,139 | $1.3B |
| UBS Group AG | 0.15% | Reduce -1.9% | 3,534,890 | $749.6M |
| Cetera Investment Advisers | 0.79% | Add +22.5% | 3,409,979 | $723.2M |
| Stifel Financial Corp. | 0.62% | Add +7.7% | 3,250,570 | $689.3M |
| Ameriprise Financial Inc. | 0.15% | Add +1.4% | 3,079,839 | $653.3M |
| BlackRock, Inc. | 0.01% | Add +47.7% | 2,938,214 | $623.1M |
| Cwm, LLC | 1.48% | Add +37.5% | 2,579,248 | $547.0M |
| Envestnet Portfolio Solutions, Inc. | 1.89% | Add +47.4% | 2,540,243 | $538.7M |
| Park Avenue Securities LLC | 4.43% | Add +40.4% | 2,467,550 | $523.3M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -1.0% | 2,343,536 | $497.0M |
| MML Investors Services, LLC | 1.09% | Add +48.8% | 2,103,532 | $446.1M |
| Raymond James Financial Inc. | 0.12% | Add +9.1% | 1,845,630 | $391.4M |
| Lido Advisors, LLC | 1.53% | Add +4.2% | 1,862,991 | $386.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +9.7% | 1,714,477 | $363.6M |
| Janney Montgomery Scott LLC | 0.72% | Add +38.1% | 1,470,999 | $312.0M |
| Royal Bank of Canada | 0.05% | Add +7.3% | 1,347,733 | $285.8M |
| Focus Partners Wealth | 0.30% | Add +134.3% | 1,225,078 | $259.8M |
| Mariner, LLC | 0.30% | Add +6.7% | 1,191,076 | $252.6M |
| Bank of New York Mellon Corp | 0.04% | Add +49.7% | 1,178,292 | $249.9M |
| Cassaday & Co Wealth Management LLC | 5.16% | Add +3286.8% | 1,153,776 | $244.7M |
| Commonwealth Equity Services, LLC | 0.31% | Add +5.8% | 1,084,807 | $230.1M |
| MAI Capital Management | 1.25% | Reduce -0.3% | 1,017,802 | $215.8M |
| Foundations Investment Advisors, LLC | 2.79% | Add +38.2% | 1,001,643 | $212.4M |
| OneDigital Investment Advisors LLC | 2.06% | Add +37.9% | 989,897 | $209.9M |
| Sofi Wealth, LLC | 10.32% | Add +1.1% | 975,625 | $206.9M |
| Sanctuary Advisors, LLC | 1.12% | Add +26.5% | 965,441 | $204.7M |
| JB Capital LLC | 7.97% | Add +42.4% | 920,131 | $195.1M |
| NewEdge Advisors, LLC | 0.70% | Add +30.1% | 915,221 | $194.1M |
| FMR LLC | 0.01% | Reduce -0.8% | 820,088 | $173.9M |
| M&T Bank Corp | 0.56% | Reduce -3.5% | 819,173 | $173.7M |
| Osaic Holdings, Inc. | 0.23% | Add +3.1% | 741,583 | $157.4M |
| United Capital Financial Advisors, LLC | 0.94% | Add +36.3% | 731,518 | $155.1M |
| Rehmann Capital Advisory Group | 7.59% | Add +4.3% | 684,489 | $145.7M |
| HighTower Advisors, LLC | 0.15% | Add +0.8% | 659,565 | $139.9M |
| LVZ, Inc. | 14.04% | Reduce -0.6% | 592,080 | $125.6M |
| Truist Financial Corp. | 0.17% | Add +8.5% | 590,205 | $125.2M |
| Calamos Wealth Management LLC | 4.34% | Add +1.4% | 585,396 | $124.1M |
| Advocacy Wealth Management, LLC | 4.66% | Add +42.2% | 525,282 | $111.4M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +21.4% | 514,397 | $109.1M |
| Jones Financial Companies LLLP | 0.06% | Add +13.6% | 483,614 | $102.6M |
| US Bancorp \de | 0.12% | Add +19.4% | 466,762 | $99.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.45% | Reduce -5.6% | 452,678 | $96.0M |
| Ascent Group, LLC | 3.09% | Add +37.7% | 426,679 | $90.5M |
| Rockefeller Capital Management L.P. | 0.16% | Add +18.4% | 409,484 | $86.8M |
| Home Federal Bank of Tennessee | 21.67% | Add +0.2% | 393,163 | $83.4M |
| AE Wealth Management LLC | 0.47% | Add +38.5% | 383,069 | $81.2M |
| Betterment LLC | 0.15% | Reduce -2.3% | 369,725 | $78.4M |
| Moneta Group Investment Advisors LLC | 0.58% | Reduce -1.6% | 363,813 | $77.2M |
| Kestra Advisory Services, LLC | 0.31% | Add +2.1% | 350,736 | $74.4M |
| Comerica Bank | 0.29% | Reduce -5.4% | 341,229 | $72.4M |
| Thrivent Financial for Lutherans | 0.13% | Add +27.7% | 332,889 | $70.9M |
| Private Advisor Group, LLC | 0.33% | Add +21.3% | 331,044 | $70.2M |
| Composition Wealth, LLC | 1.00% | Reduce -7.5% | 330,081 | $70.0M |
| Austin Private Wealth, LLC | 5.24% | Add +38.5% | 329,691 | $69.9M |
| LPWM LLC | 17.62% | Add +3.8% | 329,407 | $69.9M |
| Atria Investments, Inc | 0.78% | Add +48.5% | 324,082 | $68.7M |
| Two Sigma Investments, LP | 0.10% | Reduce -4.4% | 312,700 | $66.3M |
| CX Institutional | 1.97% | Reduce -0.3% | 312,076 | $66.2M |
| CreativeOne Wealth, LLC | 1.59% | Add +46.2% | 308,993 | $65.5M |
| Bank of Montreal | 0.03% | Add +9.7% | 296,779 | $62.9M |
| Courier Capital LLC | 3.51% | Add +0.0% | 295,108 | $62.6M |
| Equitable Holdings, Inc. | 0.43% | Add +16.3% | 295,029 | $62.6M |
| Baird Financial Group, Inc. | 0.10% | Add +4.4% | 294,478 | $62.4M |
| Probity Advisors, Inc. | 9.94% | Reduce -0.4% | 292,640 | $62.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.7% | 290,215 | $61.5M |
| Valmark Advisers, Inc. | 0.75% | Reduce -3.4% | 285,652 | $60.6M |
| Icon Wealth Advisors, LLC | 4.04% | Add +40.3% | 285,616 | $60.6M |
| Barclays PLC | 0.02% | Add +0.6% | 265,987 | $56.4M |
| Kestra Investment Management, LLC | 1.37% | Add +9.4% | 264,985 | $56.2M |
| Amarillo National Bank | 9.63% | Reduce -2.7% | 258,447 | $54.8M |
| Modern Wealth Management, LLC | 0.99% | Add +15.1% | 256,478 | $54.4M |
| Evoke Wealth, LLC | 1.00% | Reduce -0.0% | 245,312 | $52.0M |
| Strategic Point Investment Advisors, LLC | 7.09% | Add +1.6% | 241,741 | $51.3M |
| World Investment Advisors | 0.84% | Add +1368.3% | 240,141 | $50.9M |
| Fifth Third Bancorp | 0.16% | Reduce -2.7% | 239,291 | $50.7M |
| Regions Financial Corp. | 0.32% | Add +2.5% | 234,089 | $49.6M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -2.9% | 231,400 | $49.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.84% | Add +96.6% | 223,947 | $47.5M |
| Mgo One Seven LLC | 0.94% | Add +95.2% | 216,369 | $45.9M |
| West Wealth Group, LLC | 9.43% | Add +5.2% | 214,431 | $45.5M |
| Baker Avenue Asset Management, LP | 1.04% | Add +1.3% | 213,629 | $45.3M |
| Perigon Wealth Management, LLC | 0.79% | Add +41.1% | 209,252 | $44.4M |
| Waverly Advisors, LLC | 0.36% | Add +48.8% | 207,215 | $43.9M |
| SteelPeak Wealth, LLC | 1.43% | Add +40.8% | 205,014 | $43.5M |
| Sharkey, Howes & Javer | 5.53% | Add +43.5% | 204,994 | $43.5M |
| Keybank National Association | 0.15% | Reduce -8.1% | 202,369 | $42.9M |
| Greenup Street Wealth Management LLC | 6.14% | Reduce -2.2% | 200,359 | $42.5M |
| Smith, Moore & Co. | 3.21% | Add +1.2% | 200,090 | $42.4M |
| Triad Wealth Partners, LLC | 4.02% | Add +74.0% | 199,294 | $42.3M |
| Stone House Investment Management, LLC | 6.55% | Add +44.0% | 199,030 | $42.2M |
| Cerity Partners LLC | 0.06% | Add +87.2% | 193,628 | $41.1M |
| Salomon & Ludwin, LLC | 3.60% | Reduce -1.8% | 189,972 | $40.8M |
| Northern Trust Corp. | 0.01% | Add +1.1% | 190,207 | $40.3M |
| North Star Investment Management Corp. | 2.49% | Add +1.7% | 186,754 | $39.6M |
| &partners | 0.20% | Add +33.8% | 183,701 | $39.1M |
"% 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.