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 740 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,915
shares
|
$659,345
0.01% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,708
shares
|
$639,607
0.25% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,693
shares
|
$638,177
0.07% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,600
shares
|
$629,310
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,574
shares
|
$626,830
0.2% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,564
shares
|
$625,877
0.01% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,486
shares
|
$618,440
0.04% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,455
shares
|
$615,484
0.03% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
6,449
shares
|
$614,912
0.2% of portfolio
|
Q3 2024
Added 59.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,412
shares
|
$611,384
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
6,386
shares
|
$608,905
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,376
shares
|
$607,951
0.0% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,372
shares
|
$607,570
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,326
shares
|
$603,184
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,307
shares
|
$601,372
0.04% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,228
shares
|
$593,839
0.01% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,215
shares
|
$592,600
0.01% of portfolio
|
Q4 2024
Added 99.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,146
shares
|
$586,021
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,124
shares
|
$583,923
0.14% of portfolio
|
Q1 2023
Added 19.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,068
shares
|
$578,583
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,067
shares
|
$578,488
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
6,015
shares
|
$573,530
0.25% of portfolio
|
Q2 2024
Added 39.66%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5,864
shares
|
$559,132
0.09% of portfolio
|
Q3 2019
Reduced 4.09%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
5,852
shares
|
$557,988
0.05% of portfolio
|
Q4 2024
Added 46.59%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,825
shares
|
$555,413
0.14% of portfolio
|
Q4 2024
Added 7.41%
|