- Type / Class
- Equity / S&P 500 VAL ETF
- Total 13F shares
- 40,178,451
- Share change
- +193,911
- Total reported value
- $3,433,147,820
- Put/Call ratio
- 112%
- Price per share
- $85.46
- Number of holders
- 296
- Value change
- +$16,572,793
- Number of buys
- 6
- Number of sells
- 6
Quarterly Holders Quick Answers
What is CUSIP 464287408?
CUSIP 464287408 identifies IVE - ISHARES TR - S&P 500 VAL ETF in SEC institutional holdings data.
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Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 464287408:
Top shareholders of IVE - ISHARES TR - S&P 500 VAL ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q4 2013
As of 31 Dec 2013,
ISHARES TR - S&P 500 VAL ETF (IVE) was held by
296 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,178,451 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Valmark Advisers, Inc., BANK OF AMERICA CORP /DE/, PNC Financial Services Group, Inc., UBS AG, WILMINGTON TRUST CO, BANK OF MONTREAL /CAN/, UNITED SERVICES AUTOMOBILE ASSOCIATION, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
296
institutional shareholders reporting positions in this security
for the Q4 2013 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2013 vs Q3 2013 Across Filers
Q3 2013 holders
17
Q4 2013 holders
296
Holder diff
279
| Investor | Q3 2013 Shares | Q4 2013 Shares | Share Diff | Share Chg % | Q3 2013 Value $ | Q4 2013 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.