Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
1084
-
Total shares
-
118M
-
Shares change
-
+2.64M
-
Total reported value, excl. options
-
$17.1B
-
Value change
-
+$400M
-
Put/Call ratio
-
0.24
-
Number of buys
-
452
-
Number of sells
-
-398
-
Price
-
$145.07
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q4 2022
1,079 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q4 2022.
ISHARES TR - S&P 500 VAL ETF (IVE) has 1,084 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 118M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (21.5M shares), MORGAN STANLEY (11.7M shares), WELLS FARGO & COMPANY/MN (8.72M shares), BANK OF AMERICA CORP /DE/ (6.75M shares), ENVESTNET ASSET MANAGEMENT INC (4.62M shares), UBS Group AG (3.76M shares), GOLDMAN SACHS GROUP INC (3.15M shares), STIFEL FINANCIAL CORP (2.48M shares), AMERIPRISE FINANCIAL INC (2.47M shares), and LPL Financial LLC (1.89M shares).
This table shows the top 1084 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.