How many shares of IVE does Cetera Investment Advisers own?

As of 2026-Q2, Cetera Investment Advisers holds 3.1M shares of IVE (ISHARES S&P 500/BARRA VALUE).

What is Cetera Investment Advisers's IVE position worth?

As of 2026-Q2, Cetera Investment Advisers's IVE position is worth $696.1M.

Is Cetera Investment Advisers buying or selling IVE?

In 2026-Q2, Cetera Investment Advisers decreased their IVE position (-7.0% change in shares).

When did Cetera Investment Advisers first buy IVE?

Based on available 13F filings, Cetera Investment Advisers first reported a position in IVE in 2018-Q4. They have held the position across 31 quarters.

Back to

Cetera Investment Advisers

IVE
31 quarters

Position history for Cetera Investment Advisers's holdings in ISHARES S&P 500/BARRA VALUE

Current Value

$696.1M

Current Shares

3.1M

Total Value Change

+$694.5M

Total Shares Change

+3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.1M	-7.0%	$696.1M	0.6%	$227.06	0
2026-Q1	Decreased	3.3M	-3.4%	$695.8M	0.7%	$219.98	0
2025-Q4	Increased	3.4M	+22.5%	$723.2M	0.8%	$213.56	54
2025-Q3	Increased	2.8M	+31.7%	$574.7M	0.7%	$204.84	56
2025-Q2	Increased	2.1M	+7.8%	$412.9M	0.7%	$192.62	47
2025-Q1	Increased	2M	+20.1%	$373.5M	0.7%	$186.32	52
2024-Q4	Increased	1.6M	+11.3%	$311.4M	0.7%	$187.40	49
2024-Q3	Increased	1.5M	+4.3%	$288.9M	0.6%	$192.13	45
2024-Q2	Decreased	1.4M	-0.4%	$255.8M	0.6%	$176.93	0
2024-Q1	Increased	1.4M	+905.6%	$263.5M	0.6%	$180.76	70
2023-Q4	Decreased	140,260	-7.7%	$24.4M	0.2%	$167.49	0
2023-Q3	Decreased	151,887	-11.6%	$23.4M	0.2%	$147.50	0
2023-Q2	Decreased	171,808	-0.3%	$27.7M	0.2%	$152.20	0
2023-Q1	Decreased	172,284	-0.5%	$26.1M	0.2%	$142.30	0
2022-Q4	Increased	173,103	+77.3%	$25.1M	0.2%	$137.21	52
2022-Q3	Increased	97,632	+21.2%	$12.5M	0.3%	$122.49	40
2022-Q2	Decreased	80,557	-15.5%	$11.1M	0.2%	$129.04	0
2022-Q1	Decreased	95,308	-9.8%	$14.8M	0.2%	$146.86	0
2021-Q4	Increased	105,725	+6.9%	$16.6M	0.2%	$145.15	36
2021-Q3	Increased	98,865	+2.4%	$14.4M	0.2%	$136.25	34
2021-Q2	Increased	96,532	+28.1%	$14.3M	0.2%	$134.59	42
2021-Q1	Decreased	75,387	-2.5%	$10.6M	0.2%	$129.58	0
2020-Q4	Increased	77,278	+942.6%	$9.9M	0.2%	$115.37	53
2020-Q3	Increased	7,412	+0.4%	$833,000	0.1%	$100.70	25
2020-Q2	Decreased	7,384	-3.2%	$799,000	0.1%	$95.90	0
2020-Q1	Increased	7,627	+9.5%	$734,000	0.1%	$87.34	27
2019-Q4	Decreased	6,967	-21.0%	$905,000	0.1%	$114.56	0
2019-Q3	Increased	8,822	+0.6%	$1.1M	0.1%	$104.10	30
2019-Q2	Decreased	8,769	-38.9%	$1M	0.1%	$101.76	0
2019-Q1	Decreased	14,350	-14.1%	$1.6M	0.2%	$97.86	0
2018-Q4	New	16,701	-	$1.7M	0.3%	$86.64	43

Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

IVE31 quarters

IVE
31 quarters