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 801 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
2,574
shares
|
$246,151
0.1% of portfolio
|
Q1 2025
Reduced 27.76%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,537
shares
|
$242,613
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,526
shares
|
$241,561
0.02% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,513
shares
|
$240,318
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,485
shares
|
$237,640
0.02% of portfolio
|
Q2 2025
Added 249.51%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
2,459
shares
|
$235,154
0.06% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
2,444
shares
|
$233,719
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,423
shares
|
$231,711
0.08% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
2,412
shares
|
$230,659
0.04% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
2,410
shares
|
$230,468
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,402
shares
|
$229,703
0.11% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,368
shares
|
$226,451
0.01% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,367
shares
|
$226,356
0.0% of portfolio
|
Q1 2025
Added 40.81%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,364
shares
|
$226,069
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,360
shares
|
$225,686
0.0% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
2,349
shares
|
$224,634
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
2,345
shares
|
$224,252
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
2,337
shares
|
$223,487
0.02% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,323
shares
|
$222,148
0.0% of portfolio
|
Q4 2024
Reduced 47.38%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,292
shares
|
$219,183
0.07% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,280
shares
|
$218,036
0.18% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,273
shares
|
$217,366
0.13% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,253
shares
|
$215,454
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
2,250
shares
|
$215,167
0.13% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
2,218
shares
|
$212,107
0.03% of portfolio
|
Q1 2025
Reduced 5.9%
|