Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
-
1334
-
Total shares
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140M
-
Shares change
-
+1.32M
-
Total reported value, excl. options
-
$25.5B
-
Value change
-
+$236M
-
Put/Call ratio
-
0.06
-
Number of buys
-
568
-
Number of sells
-
-530
-
Price
-
$182.01
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q2 2024
filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q2 2024.
ISHARES TR - S&P 500 VAL ETF (IVE) has 1,334 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 140M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (17.7M shares), MORGAN STANLEY (12.4M shares), ENVESTNET ASSET MANAGEMENT INC (12.4M shares), BANK OF AMERICA CORP /DE/ (7.72M shares), WELLS FARGO & COMPANY/MN (7.68M shares), GOLDMAN SACHS GROUP INC (4.57M shares), LPL Financial LLC (4.26M shares), UBS Group AG (3.53M shares), AMERIPRISE FINANCIAL INC (2.48M shares), and STIFEL FINANCIAL CORP (2.43M shares).
This table shows the top 1334 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.