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 801 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 |
|---|---|---|---|---|---|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
13,315
shares
|
$1.29 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
13,300
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
13,298
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
13,296
shares
|
$1.29 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
13,293
shares
|
$1.29 Million
0.59% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
13,208
shares
|
$1.28 Million
0.51% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
13,200
shares
|
$1.28 Million
0.37% of portfolio
|
Q2 2020
Reduced 4.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,132
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
13,093
shares
|
$1.27 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
12,926
shares
|
$1.25 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
12,826
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,795
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
12,559
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,476
shares
|
$1.21 Million
0.2% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
12,466
shares
|
$1.21 Million
0.35% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,286
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
Reduced 65.54%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
12,215
shares
|
$1.18 Million
0.36% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
12,173
shares
|
$1.18 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
11,931
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 24.93%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
11,896
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
11,806
shares
|
$1.14 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
11,533
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 74.77%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
11,487
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11,478
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
11,188
shares
|
$1.08 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.96%
|