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 801 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,436
shares
|
$720,920
0.07% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
7,433
shares
|
$720,629
0.62% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
7,418
shares
|
$719,175
0.58% of portfolio
|
Q2 2025
Reduced 46.37%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,390
shares
|
$716,460
0.31% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
7,382
shares
|
$715,684
0.1% of portfolio
|
Q1 2023
Added 43.98%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,358
shares
|
$713,358
0.52% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,161
shares
|
$694,258
0.01% of portfolio
|
Q2 2025
Reduced 48.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
7,091
shares
|
$687,472
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,082
shares
|
$686,599
0.05% of portfolio
|
Q1 2025
Reduced 28.24%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
7,058
shares
|
$684,273
0.0% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
7,045
shares
|
$683,012
0.46% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
6,983
shares
|
$677,001
0.06% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
6,942
shares
|
$673,026
0.17% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
6,939
shares
|
$672,736
0.12% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,858
shares
|
$664,883
0.03% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
6,852
shares
|
$664,301
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
6,804
shares
|
$659,647
0.03% of portfolio
|
Q2 2025
Added 78.86%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,746
shares
|
$654,024
0.02% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
6,717
shares
|
$651,213
0.4% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
6,639
shares
|
$643,651
0.2% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,633
shares
|
$643,069
0.07% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,600
shares
|
$639,870
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,425
shares
|
$622,903
0.04% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,419
shares
|
$622,322
0.01% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,412
shares
|
$621,643
0.08% of portfolio
|
Q2 2024
New holding
|