Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
747
-
Total shares
-
105M
-
Shares change
-
+14.2M
-
Total reported value, excl. options
-
$10.1B
-
Value change
-
+$1.34B
-
Put/Call ratio
-
0.21
-
Number of buys
-
291
-
Number of sells
-
-417
-
Price
-
$96.25
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q1 2020
741 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q1 2020.
ISHARES TR - S&P 500 VAL ETF (IVE) has 747 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 105M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (24.2M shares), MORGAN STANLEY (11M shares), BANK OF AMERICA CORP /DE/ (6.52M shares), ENVESTNET ASSET MANAGEMENT INC (6.13M shares), WELLS FARGO & COMPANY/MN (5.98M shares), UBS Group AG (3.04M shares), GOLDMAN SACHS GROUP INC (2.8M shares), STIFEL FINANCIAL CORP (2.49M shares), LPL Financial LLC (2.32M shares), and Advisor Group Holdings, Inc. (1.81M shares).
This table shows the top 747 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.