Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / S&P 500 VAL ETF
-
Number of holders
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1516
-
Total shares
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142M
-
Shares change
-
+4.21M
-
Total reported value, excl. options
-
$27.2B
-
Value change
-
+$801M
-
Put/Call ratio
-
0.56
-
Number of buys
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635
-
Number of sells
-
-541
-
Price
-
$190.88
Significant Holders of ISHARES TR - S&P 500 VAL ETF (IVE) as of Q4 2024
1,591 filings reported holding IVE - ISHARES TR - S&P 500 VAL ETF as of Q4 2024.
ISHARES TR - S&P 500 VAL ETF (IVE) has 1,516 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 142M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (16.9M shares), ENVESTNET ASSET MANAGEMENT INC (13.4M shares), MORGAN STANLEY (13M shares), BANK OF AMERICA CORP /DE/ (8.15M shares), WELLS FARGO & COMPANY/MN (6.49M shares), LPL Financial LLC (5.28M shares), UBS Group AG (3.6M shares), STIFEL FINANCIAL CORP (2.58M shares), GOLDMAN SACHS GROUP INC (2.48M shares), and AMERIPRISE FINANCIAL INC (2.46M shares).
This table shows the top 1516 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.