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 778 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
28,290
shares
|
$2.59 Million
1.07% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
28,057
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
27,874
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Added 83.18%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
27,846
shares
|
$2.55 Million
0.75% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,771
shares
|
$2.54 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
27,680
shares
|
$2.53 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
26,531
shares
|
$2.43 Million
0.91% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,677
shares
|
$2.35 Million
0.41% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
25,634
shares
|
$2.34 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
25,567
shares
|
$2.34 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
25,074
shares
|
$2.29 Million
1.49% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
25,061
shares
|
$2.29 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
24,733
shares
|
$2.26 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
24,627
shares
|
$2.25 Million
0.79% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
24,491
shares
|
$2.24 Million
2.11% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,241
shares
|
$2.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
24,047
shares
|
$2.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 32.82%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
23,964
shares
|
$2.19 Million
0.31% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
23,959
shares
|
$2.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
23,862
shares
|
$2.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,726
shares
|
$2.17 Million
0.95% of portfolio
|
Q1 2024
Reduced 8.09%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
23,698
shares
|
$2.17 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
23,578
shares
|
$2.16 Million
0.25% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
23,125
shares
|
$2.11 Million
0.23% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
22,729
shares
|
$2.08 Million
1.58% of portfolio
|
Q4 2024
New holding
|