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 |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
558
shares
|
$55,191
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
523
shares
|
$51,729
0.0% of portfolio
|
Q2 2025
Added 26.02%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
519
shares
|
$51,334
0.0% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
512
shares
|
$50,641
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
505
shares
|
$49,949
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
499
shares
|
$49,356
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
488
shares
|
$48,268
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
487
shares
|
$48,169
0.01% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
443
shares
|
$43,817
0.02% of portfolio
|
Q2 2024
Reduced 29.79%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
442
shares
|
$43,718
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
434
shares
|
$42,926
0.0% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
428
shares
|
$42,333
0.01% of portfolio
|
Q2 2025
Added 520.29%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
423
shares
|
$41,838
0.01% of portfolio
|
Q3 2024
Reduced 67.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
407
shares
|
$40,256
0.0% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
403
shares
|
$39,860
0.04% of portfolio
|
Q1 2025
Added 571.67%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
399
shares
|
$39,465
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
389
shares
|
$38,475
0.02% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
384
shares
|
$37,981
0.01% of portfolio
|
Q2 2025
Reduced 54.88%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$37,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
375
shares
|
$37,091
0.0% of portfolio
|
Q4 2024
Added 278.79%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
367
shares
|
$36,299
0.01% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
365
shares
|
$36,102
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
365
shares
|
$36,102
0.0% of portfolio
|
Q2 2025
Reduced 69.66%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
338
shares
|
$33,431
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
322
shares
|
$31,849
0.02% of portfolio
|
Q2 2025
Reduced 16.8%
|