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 834 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 |
|---|---|---|---|---|---|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
754
shares
|
$76,395
0.0% of portfolio
|
Q3 2025
Reduced 38.95%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
754
shares
|
$76,395
0.0% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
714
shares
|
$72,342
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
709
shares
|
$71,835
0.02% of portfolio
|
Q2 2024
Reduced 23.85%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
684
shares
|
$69,302
0.01% of portfolio
|
Q3 2025
Reduced 29.77%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
675
shares
|
$68,391
0.03% of portfolio
|
Q4 2024
Reduced 42.8%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
654
shares
|
$66,263
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
650
shares
|
$65,858
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
640
shares
|
$64,844
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
627
shares
|
$63,527
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
611
shares
|
$61,906
0.0% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
578
shares
|
$58,562
0.02% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
571
shares
|
$57,853
0.0% of portfolio
|
Q3 2025
Reduced 30.62%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
566
shares
|
$57,347
0.0% of portfolio
|
Q3 2025
Added 126.4%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
539
shares
|
$54,611
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
528
shares
|
$53,496
0.01% of portfolio
|
Q3 2025
Reduced 37.59%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
523
shares
|
$52,990
0.0% of portfolio
|
Q2 2025
Added 26.02%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
519
shares
|
$52,585
0.0% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
512
shares
|
$51,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
505
shares
|
$51,166
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
502
shares
|
$50,862
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
500
shares
|
$50,660
0.01% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
488
shares
|
$49,444
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
487
shares
|
$49,342
0.01% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
477
shares
|
$48,329
0.0% of portfolio
|
Q3 2025
Reduced 71.72%
|
|