Security Snapshot

ISHARES TR - S&P 500 VAL ETF (IVE) Institutional Ownership

CUSIP: 464287408

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

1,660

Shares (Excl. Options)

190,299,711

Price

$212.07

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Type / Class
Equity / S&P 500 VAL ETF
Symbol
IVE
Price per share
$211.15
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
190,299,711
Total reported value
$40,343,138,073
% of total 13F portfolios
0.12%
Share change
+24,973,391
Value change
+$5,296,332,570
Number of holders
1,660
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • IVE - ISHARES TR - S&P 500 VAL ETF is tracked under CUSIP 464287408.
  • 1660 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 1,660 to 587 between Q4 2025 and Q1 2026.
  • Reported value moved from $40,343,138,073 to $3,773,215,408.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 1660 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464287408?
CUSIP 464287408 identifies IVE - ISHARES TR - S&P 500 VAL ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 1,660 institutional investors reported holding 190,299,711 shares of ISHARES TR - S&P 500 VAL ETF (IVE).

Institutional Holders of ISHARES TR - S&P 500 VAL ETF (IVE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 17,909,514 $3,773,215,408 -$100,476,424 $211.15 587
2025 Q4 190,299,711 $40,343,138,073 +$5,296,332,570 $212.07 1,660
2025 Q3 164,374,753 $33,934,112,877 +$655,217,162 $206.51 1,559
2025 Q2 161,707,152 $31,603,352,602 +$1,082,742,401 $195.42 1,512
2025 Q1 156,431,066 $29,804,241,262 +$2,740,473,146 $190.58 1,512
2024 Q4 143,576,625 $27,412,388,974 +$877,033,759 $190.88 1,538
2024 Q3 137,551,042 $27,117,333,594 -$461,263,896 $197.17 1,425
2024 Q2 140,487,872 $25,575,100,263 +$173,944,370 $182.01 1,357
2024 Q1 139,372,842 $26,024,954,897 +$4,279,924,832 $186.81 1,346
2023 Q4 116,517,235 $20,254,129,842 +$543,755,058 $173.89 1,246
2023 Q3 112,594,295 $17,314,232,996 +$124,920,755 $153.84 1,137
2023 Q2 111,419,703 $17,960,666,786 -$131,318,764 $161.19 1,134
2023 Q1 111,873,153 $16,978,141,108 -$1,049,154,237 $151.76 1,110
2022 Q4 118,601,193 $17,214,205,627 +$410,405,201 $145.07 1,103
2022 Q3 115,368,476 $14,835,921,425 -$676,152,712 $128.52 1,038
2022 Q2 120,628,829 $16,592,039,612 +$513,907,594 $137.46 1,056
2022 Q1 117,099,193 $18,239,704,156 +$1,216,028,345 $155.72 1,064
2021 Q4 109,178,248 $17,095,031,730 +$393,646,973 $156.63 1,031
2021 Q3 104,546,376 $15,210,097,090 -$132,109,070 $145.42 924
2021 Q2 107,013,712 $15,801,451,742 -$363,356,382 $147.64 923
2021 Q1 109,825,489 $15,504,400,709 +$495,051,659 $141.24 897
2020 Q4 105,600,935 $13,533,205,111 +$455,903,249 $128.02 888
2020 Q3 100,148,053 $11,242,537,944 -$125,531,847 $112.45 760
2020 Q2 101,603,137 $10,994,246,194 -$529,221,122 $108.21 757
2020 Q1 105,413,416 $10,148,647,003 +$1,444,621,019 $96.25 756
2019 Q4 91,522,433 $11,911,680,940 +$101,867,244 $130.09 819
2019 Q3 88,494,359 $10,538,638,511 -$28,688,910 $119.14 710
2019 Q2 89,139,014 $10,382,515,394 +$65,104,435 $116.57 723
2019 Q1 88,859,427 $10,019,739,848 -$606,716,285 $112.74 717
2018 Q4 94,707,550 $9,583,190,895 +$755,354,692 $101.14 720
2018 Q3 84,503,462 $9,786,457,466 -$360,022,680 $115.84 640
2018 Q2 87,450,291 $9,630,197,321 +$280,322,965 $110.13 633
2018 Q1 84,939,852 $9,281,019,816 -$530,459,698 $109.34 624
2017 Q4 89,685,342 $10,247,501,663 +$427,681,936 $114.24 617
2017 Q3 88,207,381 $9,518,590,418 +$139,479,426 $107.91 544
2017 Q2 86,958,493 $9,124,706,516 -$12,238,291 $104.96 523
2017 Q1 86,970,249 $9,047,128,232 +$549,969,270 $104.04 519
2016 Q4 81,958,481 $8,296,631,907 +$1,030,701,839 $101.38 514
2016 Q3 71,028,327 $6,742,810,518 +$41,671,551 $94.96 442
2016 Q2 71,155,440 $6,612,195,519 +$134,462,883 $92.90 439
2016 Q1 69,377,466 $6,238,368,513 +$530,613,047 $89.93 416
2015 Q4 63,342,623 $5,596,370,273 +$652,676,064 $88.53 399
2015 Q3 54,072,587 $4,561,781,467 +$235,437,622 $84.03 356
2015 Q2 51,215,568 $4,723,828,995 -$55,145,392 $92.21 356
2015 Q1 51,871,544 $4,802,032,866 -$183,164,331 $92.56 354
2014 Q4 53,680,809 $5,033,109,697 +$193,636,445 $93.77 361
2014 Q3 49,739,058 $4,477,374,948 +$322,236,526 $90.07 319
2014 Q2 47,911,030 $4,325,528,229 +$525,288,285 $90.28 314
2014 Q1 41,904,954 $3,641,343,163 +$150,071,857 $86.90 299