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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,414
shares
|
$436,588
0.05% of portfolio
|
Q2 2022
Reduced 51.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
4,412
shares
|
$436,390
0.06% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,381
shares
|
$433,324
0.08% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
4,367
shares
|
$431,939
0.21% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,366
shares
|
$431,841
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
4,357
shares
|
$430,950
0.12% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
4,341
shares
|
$429,368
0.06% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
4,318
shares
|
$427,093
0.25% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
4,291
shares
|
$424,422
0.08% of portfolio
|
Q1 2021
Reduced 64.24%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,247
shares
|
$420,070
0.08% of portfolio
|
Q2 2025
Reduced 38.02%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
4,241
shares
|
$419,477
0.18% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,236
shares
|
$418,982
0.09% of portfolio
|
Q1 2025
Reduced 20.76%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
4,217
shares
|
$417,103
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,187
shares
|
$414,136
0.02% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,177
shares
|
$413,147
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,176
shares
|
$413,048
0.02% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
4,108
shares
|
$406,322
0.27% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,105
shares
|
$406,025
0.07% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
4,070
shares
|
$402,563
0.03% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
4,065
shares
|
$402,069
0.01% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
4,008
shares
|
$396,431
0.0% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,003
shares
|
$395,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
3,992
shares
|
$394,848
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
3,976
shares
|
$393,266
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,975
shares
|
$393,167
0.01% of portfolio
|
Q2 2025
New holding
|