Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Total 13F shares
-
13,059,051
-
Share change
-
+2,041,509
-
Total reported value
-
$2,770,546,045
-
Price per share
-
$212.07
-
Number of holders
-
383
-
Value change
-
+$433,821,454
-
Number of buys
-
193
-
Number of sells
-
105
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
383 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,059,051 shares.
The largest 10 holders included
PARK AVENUE SECURITIES LLC, JB Capital LLC, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Ascent Group, LLC, HOME FEDERAL BANK OF TENNESSEE, Austin Private Wealth, LLC, LPWM LLC, Strategic Point Investment Advisors, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, and Perigon Wealth Management, LLC.
This page lists
383
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.