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 825 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
773,483
shares
|
$76.6 Million
1.2% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
733,140
shares
|
$72.6 Million
1.3% of portfolio
|
Q2 2025
Added 117.52%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
719,348
shares
|
$71.3 Million
0.11% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
652,652
shares
|
$64.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
625,593
shares
|
$62 Million
24.29% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
625,147
shares
|
$61.9 Million
8.74% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
622,547
shares
|
$61.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
603,241
shares
|
$59.8 Million
8.24% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
601,356
shares
|
$59.6 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
|
$57 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
|
$55.7 Million
0.03% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
543,586
shares
|
$53.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
506,974
shares
|
$50.2 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
|
Oct 29, 2025 Q3 2025 |
458,001
shares
|
$45.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
455,418
shares
|
$45.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
446,832
shares
|
$44.3 Million
4.26% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
421,717
shares
|
$41.8 Million
6.26% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
421,717
shares
|
$41.8 Million
6.27% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
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%
|
|
|
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
|
Oct 07, 2025 Q3 2025 |
389,138
shares
|
$38.6 Million
12.83% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
365,071
shares
|
$36.2 Million
0.03% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
362,036
shares
|
$35.9 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.46%
|