Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Total 13F shares
-
84,483,515
-
Share change
-
+13,456,132
-
Total reported value
-
$17,902,086,039
-
Price per share
-
$212.07
-
Number of holders
-
1,145
-
Value change
-
+$2,843,576,512
-
Number of buys
-
540
-
Number of sells
-
333
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
1,145 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
84,483,515 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, UBS Group AG, CWM, LLC, Envestnet Portfolio Solutions, Inc., PARK AVENUE SECURITIES LLC, PNC Financial Services Group, Inc., Lido Advisors, LLC, Bank of New York Mellon Corp, Cassaday & Co Wealth Management LLC, and GOLDMAN SACHS GROUP INC.
This page lists
1,145
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.