J. Safra Sarasin Holding »

iShares S&P 500 Value Index shares owned by J. Safra Sarasin Holding

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by J. Safra Sarasin Holding from 13F filings

Historical chart of J. Safra Sarasin Holding investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by J. Safra Sarasin Holding 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 J. Safra Sarasin Holding

Quarter filed Position value Share count Share price at filing
2025-09-30 $976k 4.8k 205.26
2025-06-30 $921k 4.8k 193.81

More positions owned by J. Safra Sarasin Holding

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Cme (CME)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Mastercard Incorporated Cl A (MA)
Broadcom (AVGO)
Home Depot (HD)
Gilead Sciences (GILD)
Ishares Core Msci Emkt (IEMG)
Emerson Electric (EMR)
Johnson & Johnson (JNJ)
International Business Machines (IBM)

View all positions for J. Safra Sarasin Holding

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