- Type / Class
- Equity / S&P 500 VAL ETF
- Total 13F shares
- 89,685,342
- Share change
- +3,692,324
- Total reported value
- $10,247,501,663
- Put/Call ratio
- 45%
- Price per share
- $114.24
- Number of holders
- 617
- Value change
- +$427,681,936
- Number of buys
- 237
- Number of sells
- 203
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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- 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.
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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 2017
As of 31 Dec 2017,
ISHARES TR - S&P 500 VAL ETF (IVE) was held by
617 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
89,685,342 shares.
The largest 10 holders included
MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, JONES FINANCIAL COMPANIES LLLP, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, Valmark Advisers, Inc., UBS Group AG, STIFEL FINANCIAL CORP, FMR LLC, and LPL Financial LLC.
This page lists
617
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
544
Q4 2017 holders
617
Holder diff
73
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 Value $ | Q4 2017 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.