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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

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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
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 $31M 264k 116.57
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

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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View all positions for Cambridge Investment Research Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index