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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
3,226
shares
|
$319,083
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
3,180
shares
|
$314,533
0.13% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
3,157
shares
|
$312,258
0.08% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
3,150
shares
|
$311,566
0.16% of portfolio
|
Q1 2025
Reduced 14.86%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,132
shares
|
$309,786
0.0% of portfolio
|
Q2 2025
Reduced 46.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
3,124
shares
|
$308,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,119
shares
|
$308,500
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,087
shares
|
$305,335
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
3,073
shares
|
$303,950
0.06% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,062
shares
|
$302,862
0.02% of portfolio
|
Q2 2025
Added 615.42%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,051
shares
|
$301,774
0.02% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
3,037
shares
|
$300,389
0.34% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,029
shares
|
$299,598
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,014
shares
|
$298,114
0.01% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
3,005
shares
|
$297,224
0.28% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,004
shares
|
$297,125
0.09% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,960
shares
|
$292,773
0.03% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,924
shares
|
$289,212
0.06% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
2,909
shares
|
$287,729
0.11% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,899
shares
|
$286,740
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
2,894
shares
|
$286,245
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
2,886
shares
|
$285,454
0.0% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,832
shares
|
$280,113
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,832
shares
|
$280,113
0.14% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
2,814
shares
|
$278,332
0.05% of portfolio
|
Q2 2025
Added 0.5%
|