Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
544
-
Total 13F shares, excl. options
-
88,207,381
-
Shares change
-
+1,283,203
-
Total reported value, excl. options
-
$9,518,590,418
-
Value change
-
+$139,479,426
-
Put/Call ratio
-
29%
-
Number of buys
-
215
-
Number of sells
-
-225
-
Price
-
$107.91
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q3 2017
564 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q3 2017.
ISHARES TR - S&P 500 VAL ETF (IVE) has 544 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 88,207,381 shares
.
Largest 10 shareholders include MORGAN STANLEY (10,718,010 shares), ENVESTNET ASSET MANAGEMENT INC (8,851,140 shares), WELLS FARGO & COMPANY/MN (7,389,099 shares), JONES FINANCIAL COMPANIES LLLP (6,546,979 shares), BANK OF AMERICA CORP /DE/ (6,180,926 shares), Valmark Advisers, Inc. (4,640,947 shares), Scottrade Investment Management (3,450,809 shares), UBS Group AG (3,316,468 shares), FMR LLC (1,854,923 shares), and STIFEL FINANCIAL CORP (1,747,147 shares).
This table shows the top 544 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.