Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
518
-
Total shares
-
87M
-
Shares change
-
+5.27M
-
Total reported value, excl. options
-
$9.05B
-
Value change
-
+$550M
-
Put/Call ratio
-
1.21
-
Number of buys
-
234
-
Number of sells
-
-211
-
Price
-
$104.04
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q1 2017
520 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q1 2017.
ISHARES TR - S&P 500 VAL ETF (IVE) has 518 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 87M shares
.
Largest 10 shareholders include MORGAN STANLEY (10.7M shares), ENVESTNET ASSET MANAGEMENT INC (8.15M shares), WELLS FARGO & COMPANY/MN (7.25M shares), BANK OF AMERICA CORP /DE/ (5.71M shares), Valmark Advisers, Inc. (4.62M shares), JONES FINANCIAL COMPANIES LLLP (4.08M shares), UBS Group AG (3.3M shares), Scottrade Investment Management (2.94M shares), FMR LLC (1.93M shares), and PNC Financial Services Group, Inc. (1.71M shares).
This table shows the top 518 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.