Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
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1335
-
Total shares
-
139M
-
Shares change
-
+21.6M
-
Total reported value, excl. options
-
$25.9B
-
Value change
-
+$4.05B
-
Put/Call ratio
-
0.08
-
Number of buys
-
642
-
Number of sells
-
-481
-
Price
-
$186.81
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q1 2024
2 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q1 2024.
ISHARES TR - S&P 500 VAL ETF (IVE) has 1,335 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 139M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (17.8M shares), MORGAN STANLEY (12.2M shares), ENVESTNET ASSET MANAGEMENT INC (12M shares), BANK OF AMERICA CORP /DE/ (7.81M shares), WELLS FARGO & COMPANY/MN (7.51M shares), GOLDMAN SACHS GROUP INC (4.65M shares), LPL Financial LLC (4.06M shares), UBS Group AG (3.51M shares), AMERIPRISE FINANCIAL INC (2.47M shares), and STIFEL FINANCIAL CORP (2.42M shares).
This table shows the top 1335 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.