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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,603
shares
|
$158,552
0.0% of portfolio
|
Q2 2025
Added 49.95%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,531
shares
|
$151,431
0.01% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,499
shares
|
$148,266
0.03% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,490
shares
|
$147,375
0.0% of portfolio
|
Q3 2022
Added 396.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,467
shares
|
$145,100
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,354
shares
|
$133,924
0.01% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,325
shares
|
$131,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,295
shares
|
$128,088
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,274
shares
|
$126,011
0.0% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,229
shares
|
$121,560
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
1,226
shares
|
$121,263
0.0% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,189
shares
|
$117,603
0.01% of portfolio
|
Q2 2024
Reduced 59.01%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,173
shares
|
$116,021
0.02% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,171
shares
|
$115,823
0.0% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,158
shares
|
$114,537
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,138
shares
|
$112,559
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,137
shares
|
$112,460
0.05% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,136
shares
|
$112,361
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,084
shares
|
$107,218
0.01% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,082
shares
|
$107,020
0.02% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
1,052
shares
|
$104,053
0.08% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$98,910
0.02% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
974
shares
|
$96,338
0.01% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
967
shares
|
$95,645
0.0% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
965
shares
|
$95,448
0.0% of portfolio
|
Q1 2025
Added 1153.25%
|