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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,960
shares
|
$282,236
0.04% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,956
shares
|
$281,854
0.06% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,955
shares
|
$281,759
0.08% of portfolio
|
Q1 2024
Reduced 31.23%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,899
shares
|
$276,419
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
2,890
shares
|
$275,561
0.03% of portfolio
|
Q4 2024
Reduced 37.74%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
2,885
shares
|
$275,084
0.12% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
2,880
shares
|
$274,608
0.06% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,858
shares
|
$272,510
0.01% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
2,857
shares
|
$272,414
0.01% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
2,841
shares
|
$270,889
0.23% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,832
shares
|
$270,031
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,832
shares
|
$270,031
0.14% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,819
shares
|
$268,791
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
2,801
shares
|
$267,075
0.01% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,800
shares
|
$266,980
0.06% of portfolio
|
Q4 2019
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,736
shares
|
$260,877
0.01% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
2,727
shares
|
$260,019
0.01% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
2,716
shares
|
$258,970
0.02% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,700
shares
|
$257,444
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,695
shares
|
$256,968
0.16% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,687
shares
|
$256,205
0.16% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
2,673
shares
|
$254,870
0.05% of portfolio
|
Q4 2023
Added 2.61%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,671
shares
|
$254,679
0.07% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,647
shares
|
$252,391
0.06% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
2,622
shares
|
$250,007
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|