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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,251
shares
|
$222,646
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,228
shares
|
$220,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,216
shares
|
$219,184
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,207
shares
|
$218,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,181
shares
|
$215,722
0.01% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
2,181
shares
|
$215,722
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
2,178
shares
|
$215,425
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
2,164
shares
|
$214,041
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
2,157
shares
|
$213,348
0.09% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,151
shares
|
$212,755
0.01% of portfolio
|
Q2 2024
Reduced 63.9%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,149
shares
|
$212,557
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,145
shares
|
$212,161
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
2,134
shares
|
$211,073
0.05% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
2,131
shares
|
$210,777
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
2,129
shares
|
$210,579
0.09% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
2,105
shares
|
$208,205
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,008
shares
|
$198,611
0.01% of portfolio
|
Q3 2022
Reduced 31.84%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,759
shares
|
$173,982
0.07% of portfolio
|
Q2 2018
Added 17.27%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,756
shares
|
$173,685
0.0% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,750
shares
|
$173,092
0.02% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,745
shares
|
$172,597
0.0% of portfolio
|
Q2 2025
Reduced 26.28%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,743
shares
|
$172,400
0.05% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
1,727
shares
|
$170,817
0.11% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,715
shares
|
$169,630
0.0% of portfolio
|
Q2 2025
Reduced 91.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,687
shares
|
$166,861
0.0% of portfolio
|
Q2 2025
Reduced 43.82%
|