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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11,478
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
11,040
shares
|
$1.09 Million
0.25% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,034
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
11,006
shares
|
$1.09 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
10,922
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,866
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2025
Added 53.17%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
10,858
shares
|
$1.07 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,720
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
10,653
shares
|
$1.05 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,620
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2023
Added 1942.31%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,473
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
10,406
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,372
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,339
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
10,221
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 339.99%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
10,145
shares
|
$1 Million
0.3% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,130
shares
|
$1 Million
0.05% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
10,083
shares
|
$997,309
0.1% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,016
shares
|
$990,682
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
9,914
shares
|
$980,593
0.0% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
9,897
shares
|
$978,912
0.29% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
9,881
shares
|
$977,329
0.18% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
9,865
shares
|
$975,747
0.38% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
9,830
shares
|
$972,285
0.2% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
9,748
shares
|
$964,174
0.52% of portfolio
|
Q2 2025
Added 6.05%
|