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 801 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
72,208,229
shares
|
$7 Billion
0.55% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,434,118
shares
|
$1.4 Billion
0.54% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,179,982
shares
|
$890 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,856,346
shares
|
$471 Million
5.53% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,831,365
shares
|
$468 Million
0.4% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,599,418
shares
|
$446 Million
0.14% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,483,865
shares
|
$435 Million
7.86% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,527,185
shares
|
$342 Million
11.37% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,767,235
shares
|
$268 Million
9.8% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,288,487
shares
|
$222 Million
2.59% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,029,899
shares
|
$197 Million
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,619,517
shares
|
$157 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,614,854
shares
|
$157 Million
0.21% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,415,920
shares
|
$137 Million
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,363,133
shares
|
$132 Million
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,318,459
shares
|
$128 Million
0.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,300,057
shares
|
$126 Million
0.03% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,214,880
shares
|
$118 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,049,440
shares
|
$102 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,013,318
shares
|
$98.2 Million
1.29% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
972,091
shares
|
$94.2 Million
1.3% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
818,997
shares
|
$79.4 Million
7.37% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
802,848
shares
|
$77.8 Million
0.12% of portfolio
|
Q1 2025
Added 155.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
801,918
shares
|
$77.7 Million
0.1% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
773,483
shares
|
$75 Million
1.2% of portfolio
|
Q2 2024
Added 0.47%
|