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iShares S&P 500 Value Index shares owned by Strategic Investment Advisors / MI

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Strategic Investment Advisors / MI from 13F filings

Historical chart of Strategic Investment Advisors / MI 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 Strategic Investment Advisors / MI 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 Strategic Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2026-03-31 $102k 483 211.15

More positions owned by Strategic Investment Advisors / MI

Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)
Vanguard Mega Cap Growth Index Fund Mega Grwth Ind (MGK)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)
Vanguard Mega Cap Value Index Fund Mega Cap Val Etf (MGV)
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr Series Trust State Street Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL)
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)
Ishares Tr Us Treas Bd Etf Us Treas Bd Etf (GOVT)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf Sr Ln Etf (BKLN)
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)

View all positions for Strategic Investment Advisors / MI

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index