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 728 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
423
shares
|
$40,007
0.01% of portfolio
|
Q3 2024
Reduced 67.66%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
407
shares
|
$38,494
0.0% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
404
shares
|
$38,210
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
399
shares
|
$37,737
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
370
shares
|
$34,994
0.03% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
365
shares
|
$34,521
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
340
shares
|
$32,157
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
337
shares
|
$31,873
0.02% of portfolio
|
Q3 2024
Added 891.18%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
315
shares
|
$29,792
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$28,374
0.0% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
284
shares
|
$26,860
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
280
shares
|
$26,482
0.0% of portfolio
|
Q2 2024
Added 16.18%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
250
shares
|
$23,645
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
243
shares
|
$22,982
0.0% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
240
shares
|
$22,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
236
shares
|
$22,320
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
220
shares
|
$20,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
212
shares
|
$20,050
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
180
shares
|
$17,024
0.01% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
165
shares
|
$15,605
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
163
shares
|
$15,416
0.0% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
158
shares
|
$14,943
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
153
shares
|
$14,470
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
150
shares
|
$14,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
148
shares
|
$13,997
0.0% of portfolio
|
Q2 2024
New holding
|