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 |
|---|---|---|---|---|---|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
5,577
shares
|
$551,621
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,561
shares
|
$550,038
0.03% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,512
shares
|
$545,191
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,494
shares
|
$543,411
0.13% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,385
shares
|
$532,630
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,385
shares
|
$532,630
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
5,313
shares
|
$525,508
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
5,288
shares
|
$523,036
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
5,260
shares
|
$520,266
0.02% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
5,247
shares
|
$518,980
0.09% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
5,240
shares
|
$518,288
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
5,216
shares
|
$515,914
0.07% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,196
shares
|
$513,936
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,146
shares
|
$508,990
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,142
shares
|
$508,595
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,140
shares
|
$508,397
0.04% of portfolio
|
Q3 2018
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,122
shares
|
$506,617
0.14% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,107
shares
|
$505,133
0.0% of portfolio
|
Q1 2023
Reduced 6.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,059
shares
|
$500,385
0.01% of portfolio
|
Q2 2025
Reduced 22.26%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5,042
shares
|
$498,704
0.11% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,036
shares
|
$498,110
0.04% of portfolio
|
Q2 2025
Added 57.92%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
5,000
shares
|
$494,550
0.36% of portfolio
|
Q2 2025
Reduced 49.7%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,988
shares
|
$493,363
0.06% of portfolio
|
Q2 2023
Reduced 2.43%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,942
shares
|
$488,813
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,932
shares
|
$487,824
0.0% of portfolio
|
Q2 2025
Added 19.88%
|