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

Historical Holders from Q1 2014 to Q3 2025

Symbol
IVE
Type / Class
Equity / S&P 500 VAL ETF
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
163,289,211
Holdings value
$33,709,927,326
% of all portfolios
0.12%
Number of holders
1,546
Number of buys
687
Number of sells
-547
Average buys %
+0.01%
Average sells %
-0.01%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 163,289,211 $33,709,927,326 +$630,884,571 $206.51 1,546
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 $92.9 439
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 $86.9 299