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 740 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,433
shares
|
$994,786
0.01% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,339
shares
|
$985,823
0.06% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
10,334
shares
|
$985,346
0.3% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
10,247
shares
|
$977,051
0.04% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
10,182
shares
|
$970,853
0.27% of portfolio
|
Q3 2024
Added 283.65%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,115
shares
|
$964,465
0.02% of portfolio
|
Q3 2023
Reduced 5.66%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
10,027
shares
|
$956,074
0.38% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,016
shares
|
$955,025
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
9,987
shares
|
$952,260
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
9,977
shares
|
$951,306
0.32% of portfolio
|
Q2 2023
Reduced 16.7%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
9,900
shares
|
$943,965
0.72% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,867
shares
|
$940,818
0.05% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
9,805
shares
|
$934,906
0.19% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,756
shares
|
$930,234
0.01% of portfolio
|
Q1 2024
Reduced 17.8%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
9,709
shares
|
$925,753
0.32% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
9,517
shares
|
$907,445
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
9,517
shares
|
$907,445
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
9,491
shares
|
$904,966
0.13% of portfolio
|
Q4 2024
Added 61.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,423
shares
|
$898,483
0.0% of portfolio
|
Q2 2023
Reduced 47.01%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
9,404
shares
|
$896,671
0.03% of portfolio
|
Q4 2024
Added 333.16%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
9,283
shares
|
$885,134
0.92% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,128
shares
|
$870,354
0.01% of portfolio
|
Q3 2024
Added 216.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,058
shares
|
$863,680
0.11% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,039
shares
|
$861,868
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,961
shares
|
$854,431
0.02% of portfolio
|
Q3 2024
Added 0.04%
|