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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,575
shares
|
$254,693
0.04% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,575
shares
|
$254,693
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,550
shares
|
$252,220
0.03% of portfolio
|
Q2 2025
Reduced 73.63%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,526
shares
|
$249,846
0.02% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,513
shares
|
$248,560
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,496
shares
|
$246,879
0.05% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,494
shares
|
$246,681
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
2,494
shares
|
$246,681
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
2,493
shares
|
$246,582
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,489
shares
|
$246,186
0.11% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,485
shares
|
$245,791
0.02% of portfolio
|
Q2 2025
Added 249.51%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
2,441
shares
|
$241,439
0.16% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,423
shares
|
$239,658
0.08% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,417
shares
|
$239,065
0.05% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
2,412
shares
|
$238,570
0.04% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
2,410
shares
|
$238,373
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
2,384
shares
|
$235,801
0.07% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,371
shares
|
$234,515
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,364
shares
|
$233,823
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
2,345
shares
|
$231,943
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,300
shares
|
$227,493
0.0% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,292
shares
|
$226,701
0.06% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
2,290
shares
|
$226,503
0.16% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,273
shares
|
$224,822
0.13% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,253
shares
|
$222,844
0.07% of portfolio
|
Q3 2024
New holding
|