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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,654
shares
|
$954,877
0.17% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
9,625
shares
|
$952,008
0.17% of portfolio
|
Q2 2025
Reduced 32.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
9,570
shares
|
$946,568
0.02% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
9,540
shares
|
$943,601
0.02% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
9,461
shares
|
$935,787
0.01% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,423
shares
|
$932,028
0.0% of portfolio
|
Q2 2023
Reduced 47.01%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,197
shares
|
$909,675
0.02% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
9,184
shares
|
$908,389
0.42% of portfolio
|
Q2 2025
Reduced 48.66%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
9,101
shares
|
$900,179
0.01% of portfolio
|
Q2 2025
Added 41.78%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
8,923
shares
|
$882,573
0.77% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
8,767
shares
|
$867,143
0.03% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,646
shares
|
$855,175
0.11% of portfolio
|
Q2 2025
Reduced 51.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
8,579
shares
|
$848,548
0.07% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
8,552
shares
|
$845,878
0.26% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,532
shares
|
$843,900
0.01% of portfolio
|
Q2 2025
Added 96.23%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,480
shares
|
$838,756
0.19% of portfolio
|
Q2 2025
Added 423900.0%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,315
shares
|
$822,436
0.24% of portfolio
|
Q1 2025
Reduced 97.08%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,149
shares
|
$806,017
0.05% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
8,056
shares
|
$796,818
0.67% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,052
shares
|
$796,423
0.0% of portfolio
|
Q2 2025
Reduced 88.51%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,035
shares
|
$794,741
0.06% of portfolio
|
Q4 2023
Reduced 11.02%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,828
shares
|
$774,267
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
7,697
shares
|
$761,310
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
7,676
shares
|
$759,233
0.01% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
7,670
shares
|
$758,639
0.01% of portfolio
|
Q2 2025
Added 21.23%
|