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 812 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
29,341
shares
|
$2.9 Million
0.0% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
29,150
shares
|
$2.88 Million
0.27% of portfolio
|
Q2 2025
Added 513.68%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
29,082
shares
|
$2.88 Million
1.74% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
28,967
shares
|
$2.87 Million
0.73% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
28,686
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
28,525
shares
|
$2.82 Million
0.13% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,771
shares
|
$2.75 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
26,924
shares
|
$2.66 Million
0.39% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
26,728
shares
|
$2.64 Million
0.86% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
26,689
shares
|
$2.64 Million
1.07% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
26,317
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
25,892
shares
|
$2.56 Million
1.96% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
25,634
shares
|
$2.54 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
25,578
shares
|
$2.53 Million
1.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
25,242
shares
|
$2.5 Million
0.09% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
24,712
shares
|
$2.44 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
24,491
shares
|
$2.42 Million
1.93% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
24,437
shares
|
$2.42 Million
0.05% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
24,172
shares
|
$2.39 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
24,081
shares
|
$2.38 Million
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
23,931
shares
|
$2.37 Million
0.64% of portfolio
|
Q2 2025
Reduced 41.36%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
23,910
shares
|
$2.36 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
23,745
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,726
shares
|
$2.35 Million
0.95% of portfolio
|
Q1 2024
Reduced 8.09%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
23,663
shares
|
$2.34 Million
1.68% of portfolio
|
Q2 2025
Added 2.95%
|