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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,804
shares
|
$277,343
0.03% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,803
shares
|
$277,244
0.02% of portfolio
|
Q2 2025
Reduced 94.38%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
2,801
shares
|
$277,046
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,781
shares
|
$275,068
0.12% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,766
shares
|
$273,585
0.05% of portfolio
|
Q1 2025
Added 297.41%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
2,759
shares
|
$272,892
0.01% of portfolio
|
Q2 2025
Reduced 23.57%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,751
shares
|
$272,101
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
2,741
shares
|
$271,112
0.07% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
2,732
shares
|
$270,222
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
2,710
shares
|
$268,046
0.01% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,687
shares
|
$265,771
0.16% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
2,682
shares
|
$265,276
0.14% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
2,673
shares
|
$264,386
0.06% of portfolio
|
Q4 2023
Added 2.61%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
2,669
shares
|
$263,990
0.03% of portfolio
|
Q2 2025
Added 20.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,650
shares
|
$262,111
0.0% of portfolio
|
Q2 2025
Added 9364.29%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
2,628
shares
|
$259,935
0.08% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,626
shares
|
$259,737
0.01% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,618
shares
|
$258,946
0.01% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
2,614
shares
|
$258,550
0.06% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,607
shares
|
$257,858
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,604
shares
|
$257,561
0.14% of portfolio
|
Q2 2024
Reduced 95.47%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,600
shares
|
$257,166
0.11% of portfolio
|
Q2 2023
Reduced 13.33%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,595
shares
|
$256,671
0.08% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
2,594
shares
|
$256,572
0.08% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,592
shares
|
$256,374
0.01% of portfolio
|
Q2 2025
Reduced 7.46%
|