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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,814
shares
|
$554,364
0.01% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,728
shares
|
$546,164
0.0% of portfolio
|
Q3 2024
Added 30.57%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
5,627
shares
|
$536,534
0.13% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
5,577
shares
|
$531,766
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
5,568
shares
|
$530,908
0.03% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,553
shares
|
$529,478
0.09% of portfolio
|
Q2 2024
Added 6.69%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,543
shares
|
$528,525
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,537
shares
|
$527,952
0.03% of portfolio
|
Q4 2024
Reduced 68.23%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
5,519
shares
|
$526,236
0.19% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
5,441
shares
|
$518,799
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
5,385
shares
|
$513,459
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,385
shares
|
$513,459
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
5,336
shares
|
$508,787
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
5,313
shares
|
$506,594
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,288
shares
|
$504,210
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
5,202
shares
|
$496,010
0.02% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,184
shares
|
$494,294
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
5,178
shares
|
$493,722
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,178
shares
|
$493,722
0.01% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
5,176
shares
|
$493,531
0.06% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,150
shares
|
$491,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,146
shares
|
$490,671
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
5,140
shares
|
$490,098
0.04% of portfolio
|
Q3 2018
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,107
shares
|
$486,952
0.0% of portfolio
|
Q1 2023
Reduced 6.67%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
5,052
shares
|
$481,708
0.04% of portfolio
|
Q3 2024
Added 20.77%
|