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 180 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
11,896
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
11,806
shares
|
$1.09 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
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 74.77%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
11,487
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
11,446
shares
|
$1.06 Million
0.75% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
11,188
shares
|
$1.03 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
11,149
shares
|
$1.03 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
11,109
shares
|
$1.03 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,034
shares
|
$1.02 Million
0.33% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,935
shares
|
$1.01 Million
0.5% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
10,806
shares
|
$998,258
0.3% of portfolio
|
Q1 2025
Added 21.54%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
10,771
shares
|
$995,024
0.41% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
10,645
shares
|
$983,385
0.16% of portfolio
|
Q4 2024
Added 979.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,620
shares
|
$981,075
0.14% of portfolio
|
Q2 2023
Added 1942.31%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,339
shares
|
$955,116
0.06% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,323
shares
|
$953,638
0.19% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
10,300
shares
|
$951,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
10,276
shares
|
$949,296
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,252
shares
|
$947,079
0.0% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
10,117
shares
|
$934,608
0.32% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10,115
shares
|
$934,423
0.02% of portfolio
|
Q3 2023
Reduced 5.66%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
10,085
shares
|
$931,652
0.19% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,047
shares
|
$928,141
0.0% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,016
shares
|
$925,278
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
9,977
shares
|
$921,675
0.32% of portfolio
|
Q2 2023
Reduced 16.7%
|