iShares S&P 500 Value Index shares owned by Clear Investment Research
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Clear Investment Research
from 13F filings
Historical chart of Clear Investment Research 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 Clear Investment Research consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Clear Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $907k | 4.4k | 206.54 |
| 2025-06-30 | $1.5M | 7.7k | 195.42 |
| 2025-03-31 | $1.4M | 7.6k | 190.60 |
| 2024-12-31 | $1.4M | 7.6k | 190.89 |
| 2024-09-30 | $1.5M | 7.5k | 197.19 |
| 2024-06-30 | $1.4M | 7.5k | 182.01 |
| 2024-03-31 | $1.3M | 7.0k | 186.81 |
| 2023-12-31 | $1.2M | 7.1k | 173.91 |
| 2023-09-30 | $1.1M | 7.5k | 153.85 |
| 2023-06-30 | $1.2M | 7.5k | 161.20 |
| 2023-03-31 | $1.2M | 7.8k | 151.77 |
| 2022-12-31 | $1.2M | 8.0k | 145.10 |
| 2022-09-30 | $1.1M | 8.3k | 128.54 |
| 2022-06-30 | $1.1M | 8.3k | 137.41 |
| 2022-03-31 | $1.3M | 8.3k | 155.68 |
| 2021-12-31 | $1.5M | 9.7k | 156.68 |
| 2021-09-30 | $1.4M | 9.8k | 145.41 |
| 2021-06-30 | $1.5M | 10k | 147.62 |
| 2021-03-31 | $1.4M | 10k | 141.24 |
| 2020-12-31 | $1.4M | 11k | 128.03 |
| 2020-09-30 | $1.3M | 11k | 112.49 |
| 2020-06-30 | $1.2M | 11k | 108.25 |
| 2020-03-31 | $992k | 10k | 96.25 |
| 2019-12-31 | $1.3M | 9.9k | 130.07 |
| 2019-09-30 | $1.3M | 11k | 119.15 |
| 2019-06-30 | $1.3M | 11k | 116.60 |
| 2019-03-31 | $1.4M | 12k | 112.76 |
| 2018-12-31 | $1.3M | 13k | 101.12 |
| 2018-09-30 | $1.4M | 12k | 115.84 |
| 2018-06-30 | $9.3M | 85k | 109.34 |
| 2018-03-31 | $9.3M | 85k | 109.34 |
| 2017-12-31 | $9.2M | 80k | 114.24 |
| 2017-09-30 | $8.9M | 82k | 107.91 |
| 2017-06-30 | $7.5M | 72k | 104.96 |
| 2017-03-31 | $9.7M | 94k | 104.04 |
| 2016-12-31 | $9.2M | 91k | 101.38 |
| 2016-09-30 | $9.2M | 97k | 94.96 |
| 2016-06-30 | $3.8M | 41k | 92.89 |
| 2016-03-31 | $7.1M | 79k | 89.93 |
| 2015-12-31 | $6.9M | 78k | 88.54 |
| 2015-09-30 | $6.2M | 73k | 84.03 |
| 2015-06-30 | $6.6M | 71k | 92.21 |
| 2015-03-31 | $6.4M | 69k | 92.57 |