Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
617
-
Total 13F shares, excl. options
-
89,685,342
-
Shares change
-
+3,692,324
-
Total reported value, excl. options
-
$10,247,501,663
-
Value change
-
+$427,681,936
-
Put/Call ratio
-
45%
-
Number of buys
-
237
-
Number of sells
-
-203
-
Price
-
$114.24
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q4 2017
647 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q4 2017.
ISHARES TR - S&P 500 VAL ETF (IVE) has 617 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 89,685,342 shares
.
Largest 10 shareholders include MORGAN STANLEY (9,929,032 shares), ENVESTNET ASSET MANAGEMENT INC (9,760,354 shares), JONES FINANCIAL COMPANIES LLLP (7,761,638 shares), WELLS FARGO & COMPANY/MN (7,603,518 shares), BANK OF AMERICA CORP /DE/ (6,706,868 shares), Valmark Advisers, Inc. (3,485,899 shares), UBS Group AG (3,189,888 shares), STIFEL FINANCIAL CORP (1,908,802 shares), FMR LLC (1,817,276 shares), and LPL Financial LLC (1,692,187 shares).
This table shows the top 617 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.