iShares S&P 500 Value Index shares owned by Financial Counselors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Counselors
from 13F filings
Historical chart of Financial Counselors 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 Financial Counselors 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 Financial Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.9M | 15k | 190.58 |
| 2024-12-31 | $2.2M | 11k | 190.88 |
| 2024-09-30 | $2.3M | 12k | 197.17 |
| 2024-06-30 | $2.1M | 11k | 182.01 |
| 2024-03-31 | $1.7M | 9.0k | 186.81 |
| 2023-12-31 | $1.8M | 10k | 173.89 |
| 2023-09-30 | $1.6M | 10k | 153.84 |
| 2023-06-30 | $1.5M | 9.2k | 161.24 |
| 2023-03-31 | $2.2M | 14k | 151.76 |
| 2022-12-31 | $2.2M | 16k | 145.06 |
| 2022-09-30 | $868k | 6.8k | 128.57 |
| 2022-06-30 | $894k | 6.5k | 137.52 |
| 2022-03-31 | $942k | 6.0k | 155.78 |
| 2021-12-31 | $975k | 6.2k | 156.65 |
| 2021-09-30 | $875k | 6.0k | 145.47 |
| 2021-06-30 | $880k | 6.0k | 147.58 |
| 2021-03-31 | $867k | 6.1k | 141.25 |
| 2020-12-31 | $798k | 6.2k | 128.01 |
| 2020-09-30 | $727k | 6.5k | 112.40 |
| 2020-06-30 | $602k | 5.6k | 108.27 |
| 2020-03-31 | $530k | 5.5k | 96.19 |
| 2019-12-31 | $829k | 6.4k | 130.04 |
| 2019-09-30 | $826k | 6.9k | 119.09 |
| 2019-06-30 | $774k | 6.6k | 116.64 |
| 2019-03-31 | $617k | 5.5k | 112.74 |
| 2018-12-31 | $511k | 5.0k | 101.23 |
| 2018-09-30 | $513k | 4.4k | 115.85 |
| 2018-06-30 | $489k | 4.4k | 110.09 |
| 2018-03-31 | $521k | 4.8k | 109.36 |
| 2017-12-31 | $364k | 3.2k | 114.25 |
| 2017-09-30 | $357k | 3.3k | 107.82 |
| 2017-06-30 | $481k | 4.6k | 104.93 |
| 2017-03-31 | $487k | 4.7k | 104.04 |
| 2016-12-31 | $400k | 3.9k | 101.42 |
| 2016-06-30 | $397k | 4.3k | 92.91 |
| 2016-03-31 | $389k | 4.3k | 89.94 |
| 2015-12-31 | $383k | 4.3k | 88.55 |
| 2015-09-30 | $347k | 4.1k | 84.12 |
| 2015-06-30 | $380k | 4.1k | 92.12 |
| 2015-03-31 | $276k | 3.0k | 92.62 |
| 2014-12-31 | $272k | 2.9k | 93.92 |
| 2014-09-30 | $261k | 2.9k | 90.12 |
| 2014-06-30 | $267k | 3.0k | 90.26 |
| 2014-03-31 | $232k | 2.7k | 86.99 |
| 2013-12-31 | $226k | 2.6k | 85.64 |
| 2013-09-30 | $229k | 2.9k | 78.34 |