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

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / S&P 500 VAL ETF
Total 13F shares
189,803,838
Share change
+24,583,553
Total reported value
$40,201,169,804
Put/Call ratio
48%
Price per share
$212.07
Number of holders
1,644
Value change
+$5,198,713,003
Number of buys
773
Number of sells
465

Institutional Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q4 2025

As of 31 Dec 2025, ISHARES TR - S&P 500 VAL ETF (IVE) was held by 1,644 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 189,803,838 shares. The largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO, MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, UBS Group AG, Cetera Investment Advisers, STIFEL FINANCIAL CORP, and AMERIPRISE FINANCIAL INC. This page lists 1,644 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.