Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
1117
-
Total shares
-
111M
-
Shares change
-
+1.07M
-
Total reported value, excl. options
-
$17B
-
Value change
-
+$155M
-
Put/Call ratio
-
0.17
-
Number of buys
-
345
-
Number of sells
-
-494
-
Price
-
$153.84
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q3 2023
1,116 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q3 2023.
ISHARES TR - S&P 500 VAL ETF (IVE) has 1,117 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 111M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (16.9M shares), MORGAN STANLEY (11.3M shares), WELLS FARGO & COMPANY/MN (7.54M shares), BANK OF AMERICA CORP /DE/ (7.23M shares), ENVESTNET ASSET MANAGEMENT INC (3.96M shares), UBS Group AG (3.54M shares), GOLDMAN SACHS GROUP INC (3.02M shares), AMERIPRISE FINANCIAL INC (2.55M shares), STIFEL FINANCIAL CORP (2.17M shares), and LPL Financial LLC (1.94M shares).
This table shows the top 1117 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.