Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
716
-
Total shares
-
94.5M
-
Shares change
-
+8.1M
-
Total reported value, excl. options
-
$9.57B
-
Value change
-
+$747M
-
Put/Call ratio
-
0
-
Number of buys
-
312
-
Number of sells
-
-244
-
Price
-
$101.14
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q4 2018
708 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q4 2018.
ISHARES TR - S&P 500 VAL ETF (IVE) has 716 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 94.5M shares
.
Largest 10 shareholders include MORGAN STANLEY (10.8M shares), JPMORGAN CHASE & CO (7.98M shares), WELLS FARGO & COMPANY/MN (7.35M shares), BANK OF AMERICA CORP /DE/ (7.13M shares), ENVESTNET ASSET MANAGEMENT INC (6.72M shares), UBS Group AG (3.59M shares), STIFEL FINANCIAL CORP (2.53M shares), LPL Financial LLC (2.46M shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (2.21M shares), and FMR LLC (1.81M shares).
This table shows the top 716 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.