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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
733,140
shares
|
$72.5 Million
1.3% of portfolio
|
Q2 2025
Added 117.52%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
719,348
shares
|
$71.2 Million
0.11% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
675,733
shares
|
$66.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
652,652
shares
|
$64.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
625,593
shares
|
$61.9 Million
24.29% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
613,488
shares
|
$60.7 Million
8.77% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
603,241
shares
|
$59.7 Million
8.24% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
601,356
shares
|
$59.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
574,965
shares
|
$56.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
566,693
shares
|
$56.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
562,547
shares
|
$55.6 Million
0.03% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
545,632
shares
|
$54 Million
0.09% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
506,974
shares
|
$50.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
478,921
shares
|
$47.4 Million
0.08% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
460,242
shares
|
$45.5 Million
0.08% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
455,967
shares
|
$45.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 43.21%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
443,565
shares
|
$43.9 Million
4.43% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
421,717
shares
|
$41.7 Million
6.27% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
421,717
shares
|
$41.7 Million
6.26% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
419,326
shares
|
$41.5 Million
0.01% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
414,772
shares
|
$41 Million
2.11% of portfolio
|
Q2 2025
Reduced 65.84%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
410,332
shares
|
$40.6 Million
3.98% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
393,153
shares
|
$38.9 Million
0.44% of portfolio
|
Q3 2023
Added 4.64%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
374,243
shares
|
$37 Million
12.4% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
371,027
shares
|
$36.7 Million
2.95% of portfolio
|
Q1 2025
Reduced 11.3%
|