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 802 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 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
|
$2.18 Million
0.25% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
23,515
shares
|
$2.17 Million
0.95% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
23,261
shares
|
$2.15 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
22,985
shares
|
$2.12 Million
1.74% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
22,922
shares
|
$2.12 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
22,782
shares
|
$2.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
22,763
shares
|
$2.1 Million
1.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
22,733
shares
|
$2.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
22,599
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.89%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
22,584
shares
|
$2.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
22,301
shares
|
$2.06 Million
0.1% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
22,108
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 138.18%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
21,850
shares
|
$2.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
21,832
shares
|
$2.02 Million
0.28% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
21,460
shares
|
$1.98 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
21,070
shares
|
$1.95 Million
1.25% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
21,061
shares
|
$1.95 Million
0.05% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
20,745
shares
|
$1.92 Million
0.42% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,377
shares
|
$1.88 Million
6.94% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
20,317
shares
|
$1.88 Million
0.1% of portfolio
|
Q1 2025
Reduced 73.25%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
20,220
shares
|
$1.87 Million
1.29% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
20,144
shares
|
$1.86 Million
0.06% of portfolio
|
Q1 2025
Added 251700.0%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
19,783
shares
|
$1.83 Million
0.82% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
19,721
shares
|
$1.82 Million
0.51% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
19,680
shares
|
$1.82 Million
0.21% of portfolio
|
Q1 2025
Added 1.87%
|