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 $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
339,068
shares
|
$33.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
322,535
shares
|
$31.9 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
314,494
shares
|
$31.1 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
306,185
shares
|
$30.3 Million
2.35% of portfolio
|
Q3 2024
Added 46.06%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
304,229
shares
|
$30.1 Million
7.76% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
297,785
shares
|
$29.4 Million
0.19% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
296,769
shares
|
$29.3 Million
2.08% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
285,021
shares
|
$28.2 Million
0.17% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
284,606
shares
|
$28.1 Million
3.44% of portfolio
|
Q2 2024
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
281,357
shares
|
$27.8 Million
9.26% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
261,275
shares
|
$25.8 Million
14.19% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
259,724
shares
|
$25.7 Million
1.43% of portfolio
|
Q3 2024
Added 79.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
258,131
shares
|
$25.5 Million
0.09% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
247,960
shares
|
$24.5 Million
7.75% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
241,447
shares
|
$23.9 Million
7.66% of portfolio
|
Q2 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
240,934
shares
|
$23.8 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
239,666
shares
|
$23.7 Million
0.08% of portfolio
|
Q3 2024
Added 43.26%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
238,390
shares
|
$23.6 Million
6.98% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
227,541
shares
|
$22.5 Million
6.21% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
227,123
shares
|
$22.5 Million
1.39% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
218,547
shares
|
$21.6 Million
1.8% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
210,072
shares
|
$20.8 Million
0.2% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
207,325
shares
|
$20.5 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
203,391
shares
|
$20.1 Million
9.52% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
198,044
shares
|
$19.6 Million
0.36% of portfolio
|
Q3 2024
Reduced 40.84%
|