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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,623
shares
|
$358,350
0.02% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
3,598
shares
|
$355,878
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
3,560
shares
|
$352,119
0.12% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
3,555
shares
|
$351,625
0.03% of portfolio
|
Q4 2024
Reduced 67.87%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,554
shares
|
$351,526
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,523
shares
|
$348,459
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
3,507
shares
|
$346,877
0.01% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
3,505
shares
|
$346,679
0.0% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,474
shares
|
$343,613
0.04% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,465
shares
|
$342,723
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
3,458
shares
|
$342,030
0.17% of portfolio
|
Q2 2025
Added 146.47%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,449
shares
|
$341,140
0.0% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
3,430
shares
|
$339,261
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,410
shares
|
$337,283
0.04% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
3,382
shares
|
$334,513
0.0% of portfolio
|
Q2 2025
Reduced 78.83%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,380
shares
|
$334,315
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,373
shares
|
$333,623
0.02% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,373
shares
|
$333,623
0.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,368
shares
|
$333,128
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,338
shares
|
$330,161
0.01% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
3,292
shares
|
$325,611
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$324,820
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,260
shares
|
$322,446
0.02% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
3,260
shares
|
$322,446
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,231
shares
|
$319,578
0.03% of portfolio
|
Q1 2025
Reduced 0.77%
|