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 726 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
764,355
shares
|
$75.6 Million
0.11% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
701,226
shares
|
$69.3 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
698,370
shares
|
$69.1 Million
6.43% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
603,241
shares
|
$59.6 Million
8.24% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
567,592
shares
|
$56.1 Million
0.34% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
563,240
shares
|
$55.7 Million
0.03% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
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%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
555,675
shares
|
$54.9 Million
23.57% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
507,818
shares
|
$50.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
479,364
shares
|
$47.4 Million
0.09% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
475,826
shares
|
$47 Million
0.1% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
465,469
shares
|
$46 Million
0.04% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
452,513
shares
|
$44.7 Million
4.23% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
451,033
shares
|
$44.6 Million
0.1% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
448,982
shares
|
$44.4 Million
4.36% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
442,922
shares
|
$43.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
442,728
shares
|
$43.8 Million
8.79% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
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
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
421,717
shares
|
$41.7 Million
6.27% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
395,678
shares
|
$39.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
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%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
392,410
shares
|
$38.8 Million
4.13% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
366,938
shares
|
$36.3 Million
1.46% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
345,749
shares
|
$34.2 Million
12.64% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
341,260
shares
|
$33.7 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.87%
|