Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
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1413
-
Total shares
-
137M
-
Shares change
-
-2.42M
-
Total reported value, excl. options
-
$27.1B
-
Value change
-
-$461M
-
Put/Call ratio
-
0.3
-
Number of buys
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636
-
Number of sells
-
-524
-
Price
-
$197.17
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q3 2024
filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q3 2024.
ISHARES TR - S&P 500 VAL ETF (IVE) has 1,413 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 137M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (17M shares), ENVESTNET ASSET MANAGEMENT INC (12.9M shares), MORGAN STANLEY (12.5M shares), BANK OF AMERICA CORP /DE/ (7.95M shares), WELLS FARGO & COMPANY/MN (6.95M shares), LPL Financial LLC (4.43M shares), UBS Group AG (3.52M shares), STIFEL FINANCIAL CORP (2.49M shares), GOLDMAN SACHS GROUP INC (2.37M shares), and AMERIPRISE FINANCIAL INC (2.28M shares).
This table shows the top 1413 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.