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 776 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,711
shares
|
$339,259
0.01% of portfolio
|
Q4 2023
Reduced 20.09%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
3,703
shares
|
$338,528
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,700
shares
|
$338,254
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,689
shares
|
$337,248
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,689
shares
|
$337,248
1.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,663
shares
|
$334,871
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
3,662
shares
|
$334,780
0.07% of portfolio
|
Q4 2024
Added 60.33%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,644
shares
|
$333,134
0.28% of portfolio
|
Q3 2022
Reduced 17.54%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,595
shares
|
$328,654
0.0% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,583
shares
|
$327,557
0.02% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,574
shares
|
$326,735
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
3,564
shares
|
$325,820
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
3,563
shares
|
$325,729
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,560
shares
|
$325,455
0.12% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,555
shares
|
$324,998
0.03% of portfolio
|
Q4 2024
Reduced 67.87%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,554
shares
|
$324,906
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
3,549
shares
|
$324,449
0.03% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
3,540
shares
|
$323,626
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,523
shares
|
$322,072
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
3,511
shares
|
$320,975
0.15% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,463
shares
|
$316,587
0.04% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,454
shares
|
$315,764
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
3,430
shares
|
$313,570
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,410
shares
|
$311,742
0.04% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,410
shares
|
$311,742
0.04% of portfolio
|
Q4 2024
Added 17.59%
|