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 665 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
60,024,660
shares
|
$5.35 Billion
0.51% of portfolio
|
Q1 2024
Added 3.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
12,296,872
shares
|
$1.1 Billion
0.61% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
8,123,464
shares
|
$725 Million
0.06% of portfolio
|
Q1 2024
Added 1.46%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
4,638,614
shares
|
$414 Million
5.99% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
4,242,760
shares
|
$378 Million
8.13% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,838,787
shares
|
$342 Million
0.13% of portfolio
|
Q1 2024
Added 107.1%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
3,072,145
shares
|
$274 Million
0.38% of portfolio
|
Q1 2024
Added 12.53%
|
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
2,755,107
shares
|
$246 Million
10.33% of portfolio
|
Q1 2024
Added 13.53%
|
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
2,342,992
shares
|
$209 Million
4.83% of portfolio
|
Q1 2024
Added 97851.17%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,654,607
shares
|
$148 Million
0.04% of portfolio
|
Q1 2024
Reduced 15.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,639,202
shares
|
$146 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.54%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,431,681
shares
|
$128 Million
0.22% of portfolio
|
Q1 2024
Added 3.21%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,249,599
shares
|
$111 Million
0.0% of portfolio
|
Q1 2024
Added 1404.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,214,880
shares
|
$108 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,183,877
shares
|
$106 Million
0.03% of portfolio
|
Q1 2024
Added 10.31%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
1,167,368
shares
|
$104 Million
0.34% of portfolio
|
Q1 2024
Added 10.1%
|
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
977,605
shares
|
$87.2 Million
1.35% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 08, 2024 Q1 2024 |
864,000
shares
|
$77.1 Million
2.07% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
806,102
shares
|
$71.9 Million
0.35% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
802,545
shares
|
$71.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
769,867
shares
|
$68.7 Million
1.26% of portfolio
|
Q1 2024
Added 6.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
747,397
shares
|
$66.7 Million
0.1% of portfolio
|
Q1 2024
Added 7.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
741,179
shares
|
$66.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 25.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
733,775
shares
|
$65.5 Million
0.1% of portfolio
|
Q1 2024
Added 4.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
709,522
shares
|
$63.3 Million
0.1% of portfolio
|
Q1 2024
Added 10.79%
|
|