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 |
|---|---|---|---|---|---|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
8,929
shares
|
$851,380
0.45% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
8,891
shares
|
$847,756
0.25% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
8,837
shares
|
$842,607
0.66% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
8,820
shares
|
$840,987
0.01% of portfolio
|
Q3 2024
Added 65.91%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,809
shares
|
$839,938
0.0% of portfolio
|
Q3 2024
Reduced 77.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,610
shares
|
$820,963
0.0% of portfolio
|
Q3 2024
Reduced 74.61%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,555
shares
|
$815,719
0.12% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,547
shares
|
$814,956
0.02% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
8,520
shares
|
$812,382
0.71% of portfolio
|
Q1 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
8,450
shares
|
$805,707
0.29% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
8,376
shares
|
$798,651
0.4% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,149
shares
|
$777,007
0.05% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
8,087
shares
|
$771,095
0.08% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,035
shares
|
$766,137
0.06% of portfolio
|
Q4 2023
Reduced 11.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
7,921
shares
|
$755,267
0.06% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
7,795
shares
|
$743,253
0.19% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,500
shares
|
$715,125
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,436
shares
|
$709,022
0.07% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,390
shares
|
$704,636
0.31% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
7,382
shares
|
$703,873
0.1% of portfolio
|
Q1 2023
Added 43.98%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
7,365
shares
|
$702,252
0.01% of portfolio
|
Q3 2019
Reduced 31.27%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
7,336
shares
|
$699,487
0.55% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,176
shares
|
$684,231
0.07% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
7,149
shares
|
$681,657
0.03% of portfolio
|
Q3 2023
Reduced 5.81%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
6,942
shares
|
$661,919
0.17% of portfolio
|
Q3 2024
Reduced 19.88%
|