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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
7,546
shares
|
$746,374
0.05% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
7,515
shares
|
$743,308
0.02% of portfolio
|
Q2 2025
Reduced 87.51%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
7,498
shares
|
$741,627
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,436
shares
|
$735,494
0.07% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
7,433
shares
|
$735,198
0.62% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
7,418
shares
|
$733,714
0.58% of portfolio
|
Q2 2025
Reduced 46.37%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,390
shares
|
$730,944
0.31% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
7,382
shares
|
$730,153
0.1% of portfolio
|
Q1 2023
Added 43.98%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
7,365
shares
|
$728,472
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,358
shares
|
$727,779
0.52% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
7,213
shares
|
$713,437
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
7,099
shares
|
$702,162
0.05% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,082
shares
|
$700,480
0.05% of portfolio
|
Q1 2025
Reduced 28.24%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
7,045
shares
|
$696,820
0.46% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
7,026
shares
|
$694,941
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
6,942
shares
|
$686,633
0.16% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,858
shares
|
$678,324
0.03% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
6,804
shares
|
$672,983
0.03% of portfolio
|
Q2 2025
Added 78.86%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
6,670
shares
|
$659,729
0.2% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,633
shares
|
$656,070
0.07% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,625
shares
|
$655,278
0.05% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,600
shares
|
$652,806
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
6,583
shares
|
$651,124
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
6,520
shares
|
$644,893
0.36% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,412
shares
|
$634,210
0.08% of portfolio
|
Q2 2024
New holding
|