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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,809
shares
|
$721,395
0.01% of portfolio
|
Q1 2025
Added 27.66%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
7,803
shares
|
$720,841
0.01% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
7,697
shares
|
$711,048
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,546
shares
|
$697,099
0.01% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,522
shares
|
$694,882
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
7,498
shares
|
$692,665
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,436
shares
|
$686,937
0.07% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,390
shares
|
$682,688
0.31% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
7,382
shares
|
$681,949
0.1% of portfolio
|
Q1 2023
Added 43.98%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,358
shares
|
$679,732
0.52% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
7,330
shares
|
$677,145
0.67% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,164
shares
|
$661,810
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,094
shares
|
$655,343
0.15% of portfolio
|
Q1 2025
Added 98.49%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
7,091
shares
|
$655,066
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
7,058
shares
|
$652,018
0.0% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
6,983
shares
|
$645,089
0.06% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
6,942
shares
|
$641,301
0.17% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
6,939
shares
|
$641,024
0.12% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,858
shares
|
$633,542
0.03% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
6,852
shares
|
$632,987
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,746
shares
|
$623,195
0.02% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
6,717
shares
|
$620,516
0.4% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
6,639
shares
|
$613,310
0.2% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
6,633
shares
|
$612,756
0.07% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
6,620
shares
|
$611,555
0.22% of portfolio
|
Q1 2025
Added 87.01%
|