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 |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
19,468
shares
|
$1.93 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
19,372
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2025
Added 551.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
19,301
shares
|
$1.91 Million
0.13% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
18,924
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,803
shares
|
$1.86 Million
0.17% of portfolio
|
Q2 2023
Added 887.55%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,074
shares
|
$1.79 Million
0.05% of portfolio
|
Q1 2024
Added 27.07%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
17,916
shares
|
$1.77 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
17,626
shares
|
$1.74 Million
1.01% of portfolio
|
Q2 2025
Reduced 68.45%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
17,450
shares
|
$1.73 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
17,431
shares
|
$1.72 Million
0.17% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
17,302
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 72.21%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
16,521
shares
|
$1.63 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
16,500
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 60.19%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
16,487
shares
|
$1.63 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
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
16,437
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,343
shares
|
$1.62 Million
0.67% of portfolio
|
Q2 2025
Added 49.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
16,008
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Added 350.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
15,448
shares
|
$1.53 Million
0.52% of portfolio
|
Q4 2024
Reduced 56.16%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
15,440
shares
|
$1.53 Million
0.28% of portfolio
|
Q2 2025
Added 23.51%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
15,423
shares
|
$1.53 Million
0.24% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,330
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,152
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.14%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
14,912
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
14,806
shares
|
$1.46 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.49%
|