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 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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,521
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2022
Added 13.18%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
18,915
shares
|
$1.83 Million
0.1% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,803
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2023
Added 887.55%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
18,549
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
18,427
shares
|
$1.79 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
18,377
shares
|
$1.78 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,074
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2024
Added 27.07%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
17,890
shares
|
$1.73 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
17,450
shares
|
$1.69 Million
0.55% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
17,216
shares
|
$1.67 Million
0.16% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
16,898
shares
|
$1.64 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
16,487
shares
|
$1.6 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
16,464
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,343
shares
|
$1.58 Million
0.67% of portfolio
|
Q2 2025
Added 49.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
15,974
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 216.32%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
15,964
shares
|
$1.55 Million
0.14% of portfolio
|
Q1 2025
Added 200.3%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
15,440
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Added 23.51%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
15,423
shares
|
$1.5 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
15,376
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
15,365
shares
|
$1.49 Million
0.55% of portfolio
|
Q1 2025
Added 129.05%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,330
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
15,294
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
15,030
shares
|
$1.46 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
14,876
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Added 36.43%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
14,756
shares
|
$1.43 Million
0.21% of portfolio
|
Q1 2025
Reduced 86.96%
|