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 802 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,940
shares
|
$456,357
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
4,908
shares
|
$453,401
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
4,902
shares
|
$452,846
0.02% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,883
shares
|
$451,091
0.04% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
4,868
shares
|
$449,705
0.17% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,773
shares
|
$440,929
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
4,750
shares
|
$438,805
0.05% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
4,728
shares
|
$436,772
0.01% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,692
shares
|
$433,446
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
4,690
shares
|
$433,262
0.05% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,688
shares
|
$433,077
0.15% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,670
shares
|
$431,414
0.01% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,655
shares
|
$430,028
0.01% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
4,599
shares
|
$424,855
0.22% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,597
shares
|
$424,670
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,595
shares
|
$424,486
0.02% of portfolio
|
Q1 2025
Reduced 98.34%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
4,567
shares
|
$421,899
0.23% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,560
shares
|
$421,252
0.06% of portfolio
|
Q1 2025
Reduced 51.95%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
4,505
shares
|
$416,171
0.06% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
4,500
shares
|
$415,710
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,491
shares
|
$414,878
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,453
shares
|
$411,368
0.09% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
4,440
shares
|
$410,167
0.33% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
4,422
shares
|
$408,504
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,417
shares
|
$408,042
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|