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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
4,926
shares
|
$487,230
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,902
shares
|
$484,856
0.01% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,891
shares
|
$483,768
0.17% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
4,885
shares
|
$483,175
0.05% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,883
shares
|
$482,977
0.04% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,882
shares
|
$482,878
0.09% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
4,863
shares
|
$480,999
0.0% of portfolio
|
Q2 2025
Added 32.91%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
4,796
shares
|
$474,372
0.09% of portfolio
|
Q2 2025
Reduced 80.06%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,773
shares
|
$472,097
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
4,770
shares
|
$471,800
0.01% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
4,728
shares
|
$467,646
0.01% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
4,690
shares
|
$463,887
0.05% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,688
shares
|
$463,690
0.14% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,640
shares
|
$458,942
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,621
shares
|
$457,063
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
4,611
shares
|
$456,074
0.02% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,597
shares
|
$454,689
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
4,594
shares
|
$454,392
0.23% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
4,568
shares
|
$451,820
0.02% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
4,567
shares
|
$451,721
0.22% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,546
shares
|
$449,644
0.02% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,500
shares
|
$445,095
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
4,493
shares
|
$444,402
0.06% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,491
shares
|
$444,204
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
4,422
shares
|
$437,380
0.05% of portfolio
|
Q3 2024
New holding
|