Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
519
-
Total 13F shares, excl. options
-
86,970,249
-
Shares change
-
+5,275,231
-
Total reported value, excl. options
-
$9,047,128,232
-
Value change
-
+$549,969,270
-
Put/Call ratio
-
121%
-
Number of buys
-
237
-
Number of sells
-
-211
-
Price
-
$104.04
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q1 2017
557 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q1 2017.
ISHARES TR - S&P 500 VAL ETF (IVE) has 519 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 86,970,249 shares
.
Largest 10 shareholders include MORGAN STANLEY (10,719,411 shares), ENVESTNET ASSET MANAGEMENT INC (8,149,876 shares), WELLS FARGO & COMPANY/MN (7,248,879 shares), BANK OF AMERICA CORP /DE/ (5,712,388 shares), Valmark Advisers, Inc. (4,616,989 shares), JONES FINANCIAL COMPANIES LLLP (4,084,710 shares), UBS Group AG (3,298,561 shares), Scottrade Investment Management (2,944,824 shares), FMR LLC (1,928,281 shares), and PNC Financial Services Group, Inc. (1,711,903 shares).
This table shows the top 519 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.