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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
6,388
shares
|
$631,837
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,376
shares
|
$630,650
0.0% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,327
shares
|
$625,803
0.01% of portfolio
|
Q1 2025
Reduced 32.53%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
6,274
shares
|
$620,561
0.45% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
6,269
shares
|
$620,066
0.09% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,240
shares
|
$617,198
0.05% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
6,233
shares
|
$616,506
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
6,194
shares
|
$612,648
0.03% of portfolio
|
Q2 2025
Reduced 30.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,164
shares
|
$609,681
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,156
shares
|
$608,889
0.04% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,146
shares
|
$607,900
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
6,013
shares
|
$594,745
0.04% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
5,943
shares
|
$587,822
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
5,915
shares
|
$585,052
0.08% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
5,866
shares
|
$580,206
0.02% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,832
shares
|
$576,843
0.0% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,825
shares
|
$576,150
0.14% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,804
shares
|
$574,073
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
5,792
shares
|
$572,886
0.05% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,763
shares
|
$570,018
0.0% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
5,723
shares
|
$566,061
0.01% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,720
shares
|
$565,765
0.05% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
5,683
shares
|
$562,105
0.52% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
5,637
shares
|
$557,555
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
5,616
shares
|
$555,478
0.18% of portfolio
|
Q2 2025
Reduced 4.51%
|