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 738 institutions that hold shares in the stock, with a total of 165 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 |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,034
shares
|
$479,991
0.28% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,030
shares
|
$479,610
0.01% of portfolio
|
Q4 2024
Added 29.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,010
shares
|
$477,703
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,988
shares
|
$475,605
0.06% of portfolio
|
Q2 2023
Reduced 2.43%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
4,946
shares
|
$471,601
0.19% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
4,907
shares
|
$467,882
0.06% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,883
shares
|
$465,594
0.04% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
4,785
shares
|
$456,249
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,773
shares
|
$455,105
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,766
shares
|
$454,438
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,750
shares
|
$452,912
0.05% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
4,728
shares
|
$450,814
0.01% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
4,700
shares
|
$448,145
0.23% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,690
shares
|
$447,191
0.06% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,685
shares
|
$446,714
0.01% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,675
shares
|
$445,761
0.01% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
4,611
shares
|
$439,658
0.06% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,611
shares
|
$439,658
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,608
shares
|
$439,372
0.09% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,597
shares
|
$438,323
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
4,567
shares
|
$435,463
0.23% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,514
shares
|
$430,409
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,470
shares
|
$426,214
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,462
shares
|
$425,451
0.2% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
4,422
shares
|
$421,637
0.05% of portfolio
|
Q3 2024
New holding
|