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 726 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 $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
131
shares
|
$12,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
119
shares
|
$11,544
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
117
shares
|
$11,350
0.0% of portfolio
|
Q1 2023
Reduced 98.64%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
109
shares
|
$10,574
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
109
shares
|
$10,574
0.0% of portfolio
|
Q3 2024
Added 445.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
106
shares
|
$10,283
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
102
shares
|
$9,895
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
100
shares
|
$9,701
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
99
shares
|
$9,603
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
94
shares
|
$9,118
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
88
shares
|
$8,536
0.0% of portfolio
|
Q4 2023
Reduced 40.54%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
87
shares
|
$8,439
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
87
shares
|
$8,439
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$7,663
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
78
shares
|
$7,566
0.0% of portfolio
|
Q4 2021
Reduced 30.36%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
77
shares
|
$7,469
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
67
shares
|
$6,499
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
65
shares
|
$6,305
0.0% of portfolio
|
Q2 2024
Reduced 35.64%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
54
shares
|
$5,238
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
54
shares
|
$5,238
0.0% of portfolio
|
Q3 2023
Reduced 85.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
54
shares
|
$5,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
48
shares
|
$4,656
0.0% of portfolio
|
Q3 2024
Reduced 86.21%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
48
shares
|
$4,656
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
43
shares
|
$4,171
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
40
shares
|
$3,880
0.0% of portfolio
|
Q1 2023
Reduced 48.72%
|