Quantitative Strategies »

iShares S&P 500 Value Index shares owned by Quantitative Strategies

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Quantitative Strategies from 13F filings

Historical chart of Quantitative Strategies investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Quantitative Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Quantitative Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $38M 205k 186.81
2023-12-31 $32M 187k 173.89
2023-09-30 $29M 187k 153.84
2023-06-30 $29M 178k 161.19

More positions owned by Quantitative Strategies

Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Quantitative Strategies

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index