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 |
|---|---|---|---|---|---|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
14,756
shares
|
$1.46 Million
0.21% of portfolio
|
Q1 2025
Reduced 86.96%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
14,724
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
14,276
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
14,174
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 46.21%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
14,128
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
13,914
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,848
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
13,547
shares
|
$1.34 Million
0.48% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
13,298
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
13,250
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
13,231
shares
|
$1.31 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
13,217
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
13,208
shares
|
$1.31 Million
0.51% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
13,200
shares
|
$1.31 Million
0.37% of portfolio
|
Q2 2020
Reduced 4.7%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
13,093
shares
|
$1.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,795
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,476
shares
|
$1.23 Million
0.2% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
12,466
shares
|
$1.23 Million
0.35% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
12,215
shares
|
$1.21 Million
0.36% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
12,173
shares
|
$1.2 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,896
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
11,806
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
11,691
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,675
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,547
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.18%
|