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 |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
3,891
shares
|
$371,006
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,887
shares
|
$370,625
0.03% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
3,834
shares
|
$365,571
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
3,819
shares
|
$364,141
0.28% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
3,784
shares
|
$360,804
0.0% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,758
shares
|
$358,325
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,755
shares
|
$358,039
0.0% of portfolio
|
Q3 2024
Added 103.08%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,727
shares
|
$355,369
0.03% of portfolio
|
Q1 2024
Added 161.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,711
shares
|
$353,843
0.01% of portfolio
|
Q4 2023
Reduced 20.09%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,703
shares
|
$353,081
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,701
shares
|
$352,890
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,700
shares
|
$352,795
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,689
shares
|
$351,746
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,689
shares
|
$351,746
1.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
3,684
shares
|
$351,269
0.06% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,663
shares
|
$349,267
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,644
shares
|
$347,455
0.28% of portfolio
|
Q3 2022
Reduced 17.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,636
shares
|
$346,692
0.0% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,630
shares
|
$346,120
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,595
shares
|
$342,783
0.0% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,583
shares
|
$341,639
0.02% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,574
shares
|
$340,780
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
3,573
shares
|
$340,685
0.16% of portfolio
|
Q2 2023
Reduced 47.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,560
shares
|
$339,446
0.13% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,554
shares
|
$338,873
0.02% of portfolio
|
Q4 2024
Added 0.25%
|