Security key
464287408
- Type / Class
- Equity / S&P 500 VAL ETF
- Total 13F shares
- 81,958,481
- Share change
- +10,151,837
- Total reported value
- $8,296,631,907
- Put/Call ratio
- 75%
- Price per share
- $101.38
- Number of holders
- 514
- Value change
- +$1,030,701,839
- Number of buys
- 256
- Number of sells
- 156
Report period
Q4 2016
Institutions
514
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 464287408
Recent filing periods:
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 2016
As of 31 Dec 2016,
ISHARES TR - S&P 500 VAL ETF (IVE) was held by
514 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
81,958,481 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Valmark Advisers, Inc., UBS Group AG, JONES FINANCIAL COMPANIES LLLP, FMR LLC, Scottrade Investment Management, and PNC FINANCIAL SERVICES GROUP, INC..
This page lists
515
institutional shareholders reporting positions in this security
for the Q4 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2016 vs Q3 2016 Across Filers
Q3 2016 holders
442
Q4 2016 holders
514
Holder diff
72
| Investor | Q3 2016 Shares | Q4 2016 Shares | Share Diff | Share Chg % | Q3 2016 Value $ | Q4 2016 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.