Institutional Ownership Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV). We have compiled data on the 825 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
74,402,651
shares
|
$7.37 Billion
0.53% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,189,334
shares
|
$1.5 Billion
0.51% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
9,016,283
shares
|
$893 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,698,055
shares
|
$565 Million
0.41% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,252,441
shares
|
$520 Million
0.15% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,993,796
shares
|
$495 Million
5.74% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,489,109
shares
|
$445 Million
7.74% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,600,340
shares
|
$357 Million
11.21% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,767,550
shares
|
$274 Million
8.0% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,343,537
shares
|
$232 Million
2.43% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,029,899
shares
|
$201 Million
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,606,861
shares
|
$159 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,505,339
shares
|
$149 Million
0.05% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,375,617
shares
|
$136 Million
0.02% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,363,133
shares
|
$135 Million
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,276,928
shares
|
$127 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,259,557
shares
|
$125 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,214,880
shares
|
$120 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,133,601
shares
|
$112 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,074,596
shares
|
$106 Million
1.28% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,049,440
shares
|
$104 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,039,409
shares
|
$103 Million
3.43% of portfolio
|
Q3 2025
New holding
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
864,000
shares
|
$85.6 Million
1.88% of portfolio
|
Q2 2025
Added 68.16%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
837,230
shares
|
$82.9 Million
7.55% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
801,918
shares
|
$79.4 Million
0.1% of portfolio
|
Q3 2024
Added 2.47%
|