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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,421
shares
|
$421,542
0.02% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,415
shares
|
$420,970
0.0% of portfolio
|
Q3 2024
Reduced 52.84%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,414
shares
|
$420,874
0.05% of portfolio
|
Q2 2022
Reduced 51.46%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,391
shares
|
$418,681
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
4,386
shares
|
$418,205
0.04% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,351
shares
|
$414,867
0.0% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
4,341
shares
|
$413,914
0.06% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
4,337
shares
|
$413,532
0.22% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
4,316
shares
|
$411,530
0.34% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,300
shares
|
$410,005
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
4,291
shares
|
$409,146
0.08% of portfolio
|
Q1 2021
Reduced 64.24%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
4,243
shares
|
$404,570
0.19% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,177
shares
|
$398,276
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
4,131
shares
|
$393,890
0.16% of portfolio
|
Q4 2024
Reduced 24.7%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,093
shares
|
$390,267
0.13% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,065
shares
|
$387,597
0.01% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,016
shares
|
$382,925
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,016
shares
|
$382,925
0.02% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,997
shares
|
$381,113
0.05% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
3,992
shares
|
$380,637
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
3,982
shares
|
$379,683
0.11% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,938
shares
|
$375,488
0.0% of portfolio
|
Q4 2024
Added 68.87%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,938
shares
|
$375,488
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,919
shares
|
$373,676
0.04% of portfolio
|
Q1 2022
Reduced 64.37%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
3,891
shares
|
$371,006
0.1% of portfolio
|
Q4 2024
Reduced 4.68%
|