Cambridge Investment Research Advisors »

iShares S&P 500 Value Index shares owned by Cambridge Investment Research Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cambridge Investment Research Advisors from 13F filings

Historical chart of Cambridge Investment Research Advisors 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 Cambridge Investment Research Advisors 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 Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $88M 424k 206.51
2025-06-30 $82M 420k 195.42
2025-03-31 $82M 429k 190.58
2024-12-31 $69M 362k 190.88
2024-09-30 $63M 321k 197.17
2024-06-30 $65M 357k 182.01
2024-03-31 $66M 351k 186.81
2023-12-31 $45M 259k 173.89
2023-09-30 $49M 316k 153.84
2023-06-30 $41M 255k 161.19
2023-03-31 $38M 249k 151.76
2022-12-31 $51M 355k 145.07
2022-09-30 $37M 288k 128.52
2022-06-30 $83M 607k 137.46
2022-03-31 $72M 460k 155.72
2021-12-31 $38M 240k 156.63
2021-09-30 $38M 263k 145.42
2021-06-30 $90M 612k 147.64
2021-03-31 $87M 613k 141.24
2020-12-31 $70M 544k 128.02
2020-09-30 $48M 429k 112.45
2020-06-30 $22M 206k 108.21
2020-03-31 $24M 254k 96.25
2019-12-31 $40M 306k 130.09
2019-09-30 $29M 239k 119.14
2019-06-30 $31M 264k 116.57
2019-03-31 $30M 268k 112.74
2018-12-31 $20M 196k 101.14
2018-09-30 $21M 183k 115.84
2018-06-30 $20M 182k 110.13
2018-03-31 $18M 165k 109.34
2017-12-31 $17M 151k 114.24
2017-09-30 $8.1M 75k 107.92
2017-06-30 $7.5M 71k 104.95
2017-03-31 $7.7M 74k 104.04
2016-12-31 $12M 116k 101.38
2016-09-30 $5.9M 63k 94.96
2016-06-30 $5.8M 62k 92.91
2016-03-31 $8.8M 98k 89.94
2015-12-31 $6.0M 68k 88.54
2015-09-30 $5.8M 69k 84.02
2015-06-30 $8.1M 88k 92.21
2015-03-31 $8.0M 87k 92.55
2014-12-31 $10M 107k 93.77
2014-09-30 $4.1M 46k 90.07
2014-06-30 $4.1M 46k 90.29
2014-03-31 $1.7M 20k 86.90
2013-12-31 $1.5M 18k 85.45
2013-09-30 $2.6M 33k 78.33
2013-06-30 $1.9M 26k 75.78

More positions owned by Cambridge Investment Research Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple Inc Com (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corp Com (MSFT)
Amazon Com Inc Com (AMZN)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
SPDR S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Meta Platforms Inc Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio S&P500 (SPLG)

View all positions for Cambridge Investment Research Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index