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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
9,952
shares
|
$919,365
0.01% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
9,940
shares
|
$918,257
0.71% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
9,897
shares
|
$914,284
0.32% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,870
shares
|
$911,790
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
9,694
shares
|
$895,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,670
shares
|
$893,314
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,608
shares
|
$887,587
0.1% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,423
shares
|
$870,496
0.0% of portfolio
|
Q2 2023
Reduced 47.01%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
9,378
shares
|
$866,339
0.31% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
9,295
shares
|
$858,672
0.09% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
9,192
shares
|
$849,156
0.46% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
9,028
shares
|
$834,006
0.67% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,916
shares
|
$823,660
0.03% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
8,891
shares
|
$821,350
0.22% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
8,861
shares
|
$818,579
0.84% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
8,767
shares
|
$809,895
0.03% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,702
shares
|
$803,890
0.02% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
8,520
shares
|
$787,077
0.74% of portfolio
|
Q1 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
8,445
shares
|
$780,149
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
8,315
shares
|
$768,139
0.26% of portfolio
|
Q1 2025
Reduced 97.08%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,203
shares
|
$757,793
0.05% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,149
shares
|
$752,804
0.05% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,126
shares
|
$750,679
0.07% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,035
shares
|
$742,273
0.06% of portfolio
|
Q4 2023
Reduced 11.02%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
7,827
shares
|
$723,058
0.12% of portfolio
|
Q1 2025
Reduced 8.51%
|