- Type / Class
- Equity / S&P 500 VAL ETF
- Total 13F shares
- 94,707,550
- Share change
- +8,181,895
- Total reported value
- $9,583,190,895
- Put/Call ratio
- 0%
- Price per share
- $101.14
- Number of holders
- 720
- Value change
- +$755,354,692
- Number of buys
- 317
- Number of sells
- 245
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 2018
As of 31 Dec 2018,
ISHARES TR - S&P 500 VAL ETF (IVE) was held by
720 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
94,707,550 shares.
The largest 10 holders included
MORGAN STANLEY, JPMORGAN CHASE & CO, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, UBS Group AG, STIFEL FINANCIAL CORP, LPL Financial LLC, TD AMERITRADE INVESTMENT MANAGEMENT, LLC, and FMR LLC.
This page lists
720
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
640
Q4 2018 holders
720
Holder diff
80
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 Value $ | Q4 2018 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.