iShares S&P 500 Value Index shares owned by Ohe Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ohe Financial
from 13F filings
Historical chart of Ohe Financial investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Ohe Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 105k | 206.51 |
| 2025-06-30 | $21M | 105k | 195.42 |
| 2025-03-31 | $21M | 108k | 190.58 |
| 2024-12-31 | $29M | 153k | 190.88 |
| 2024-09-30 | $29M | 149k | 197.17 |
| 2024-06-30 | $27M | 148k | 182.01 |
| 2024-03-31 | $28M | 152k | 186.81 |
| 2023-09-30 | $23M | 146k | 153.84 |
| 2023-06-30 | $17M | 108k | 161.19 |
| 2023-03-31 | $16M | 104k | 151.76 |
| 2022-12-31 | $15M | 104k | 145.07 |
| 2022-09-30 | $14M | 106k | 128.52 |
| 2022-06-30 | $13M | 96k | 137.46 |
| 2022-03-31 | $15M | 97k | 155.72 |
| 2021-12-31 | $16M | 101k | 156.63 |
| 2021-09-30 | $15M | 103k | 145.42 |
| 2021-06-30 | $16M | 107k | 147.51 |
| 2021-03-31 | $15M | 108k | 141.25 |
| 2020-12-31 | $15M | 117k | 127.87 |
| 2020-09-30 | $11M | 94k | 112.45 |
| 2020-06-30 | $10M | 96k | 108.22 |
| 2020-03-31 | $446k | 132k | 3.39 |
| 2019-12-31 | $16M | 126k | 130.09 |
| 2019-09-30 | $15M | 127k | 119.14 |
| 2019-06-30 | $15M | 132k | 116.57 |
| 2019-03-31 | $15M | 133k | 112.74 |
| 2018-12-31 | $15M | 147k | 101.14 |
| 2018-09-30 | $16M | 134k | 115.84 |
| 2018-06-30 | $15M | 133k | 110.13 |
| 2018-03-31 | $14M | 130k | 109.35 |
| 2017-12-31 | $15M | 129k | 114.24 |
| 2017-09-30 | $14M | 128k | 107.91 |
| 2017-06-30 | $13M | 126k | 104.96 |
| 2017-03-31 | $13M | 121k | 104.05 |
| 2016-12-31 | $12M | 121k | 101.39 |
| 2016-09-30 | $11M | 116k | 94.96 |
| 2016-06-30 | $10M | 110k | 92.90 |
| 2016-03-31 | $9.5M | 105k | 89.94 |
| 2015-12-31 | $8.5M | 96k | 88.54 |
| 2015-09-30 | $8.0M | 95k | 84.03 |
| 2015-06-30 | $8.7M | 94k | 92.22 |
| 2015-03-31 | $8.3M | 90k | 92.57 |
| 2014-12-31 | $8.1M | 87k | 93.78 |
| 2014-09-30 | $7.8M | 87k | 90.07 |
| 2014-06-30 | $7.6M | 84k | 90.28 |
| 2014-03-31 | $7.1M | 82k | 86.91 |
| 2013-12-31 | $6.8M | 80k | 85.47 |