- Type / Class
- Equity / S&P 500 VAL ETF
- Total 13F shares
- 101,603,137
- Share change
- -4,977,087
- Total reported value
- $10,994,246,194
- Put/Call ratio
- 20%
- Price per share
- $108.21
- Number of holders
- 757
- Value change
- -$529,221,122
- Number of buys
- 291
- Number of sells
- 375
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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Next holder-history checks
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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.
Explore More Reporting Periods
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 Q2 2020
As of 30 Jun 2020,
ISHARES TR - S&P 500 VAL ETF (IVE) was held by
757 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
101,603,137 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, UBS Group AG, GOLDMAN SACHS GROUP INC, LPL Financial LLC, STIFEL FINANCIAL CORP, and PNC Financial Services Group, Inc..
This page lists
758
institutional shareholders reporting positions in this security
for the Q2 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
756
Q2 2020 holders
757
Holder diff
1
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 2020 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.