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 769 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,074
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2024
Added 27.07%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
17,552
shares
|
$1.67 Million
0.63% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
17,450
shares
|
$1.66 Million
0.59% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
17,361
shares
|
$1.66 Million
0.1% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
17,349
shares
|
$1.65 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
17,175
shares
|
$1.64 Million
0.3% of portfolio
|
Q4 2024
Reduced 29.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,677
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
16,465
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2024
Reduced 83.74%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,571
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,511
shares
|
$1.48 Million
0.16% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
15,462
shares
|
$1.47 Million
0.34% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
15,423
shares
|
$1.47 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,330
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
14,778
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
14,745
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
14,111
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13,961
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
13,819
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
13,567
shares
|
$1.29 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
13,328
shares
|
$1.27 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
13,200
shares
|
$1.26 Million
0.37% of portfolio
|
Q2 2020
Reduced 4.7%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
13,195
shares
|
$1.26 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
13,195
shares
|
$1.26 Million
0.5% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
12,976
shares
|
$1.24 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
12,863
shares
|
$1.23 Million
0.4% of portfolio
|
Q4 2024
Added 0.14%
|