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 842 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,677
shares
|
$271,233
0.01% of portfolio
|
Q4 2025
Added 5.73%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
2,673
shares
|
$270,828
0.06% of portfolio
|
Q4 2023
Added 2.61%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,669
shares
|
$270,423
0.04% of portfolio
|
Q3 2025
Reduced 39.51%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
2,666
shares
|
$270,119
0.0% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
2,661
shares
|
$269,612
0.16% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
2,657
shares
|
$269,207
0.08% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
2,626
shares
|
$266,066
0.03% of portfolio
|
Q4 2025
Reduced 8.02%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
2,619
shares
|
$265,357
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
2,614
shares
|
$264,850
0.06% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Klingman & Associates, LLC
|
Jan 29, 2026 Q4 2025 |
2,607
shares
|
$264,141
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,604
shares
|
$263,837
0.14% of portfolio
|
Q2 2024
Reduced 95.47%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,600
shares
|
$263,432
0.11% of portfolio
|
Q2 2023
Reduced 13.33%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,575
shares
|
$260,898
0.04% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
2,549
shares
|
$258,264
0.17% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,536
shares
|
$256,947
0.01% of portfolio
|
Q3 2025
Added 44.42%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,525
shares
|
$255,832
0.09% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
2,519
shares
|
$255,225
0.06% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
2,514
shares
|
$254,718
0.11% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jan 30, 2026 Q4 2025 |
2,488
shares
|
$252,084
0.02% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,463
shares
|
$249,551
0.16% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jan 27, 2026 Q4 2025 |
2,448
shares
|
$248,031
0.07% of portfolio
|
Q4 2025
Added 2.3%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
2,410
shares
|
$244,181
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,387
shares
|
$241,850
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,380
shares
|
$241,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,373
shares
|
$240,432
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|