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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
23,578
shares
|
$2.33 Million
0.25% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
23,504
shares
|
$2.32 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
23,242
shares
|
$2.3 Million
0.06% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
23,133
shares
|
$2.29 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
23,106
shares
|
$2.29 Million
0.22% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
22,923
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Added 62.95%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
22,811
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
22,626
shares
|
$2.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
22,509
shares
|
$2.23 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
22,060
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
21,921
shares
|
$2.17 Million
0.27% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
21,660
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
21,460
shares
|
$2.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
21,251
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 48.76%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
20,918
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
20,745
shares
|
$2.05 Million
0.39% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,438
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.36%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,377
shares
|
$2.02 Million
6.94% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
20,314
shares
|
$2.01 Million
1.21% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
19,832
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 153.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19,794
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
19,753
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
19,720
shares
|
$1.95 Million
0.18% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
19,590
shares
|
$1.94 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,521
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2022
Added 13.18%
|