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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
365,071
shares
|
$36.1 Million
0.03% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
362,036
shares
|
$35.8 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
358,170
shares
|
$35.4 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
356,621
shares
|
$35.3 Million
1.71% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
353,716
shares
|
$35 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
349,653
shares
|
$34.6 Million
0.19% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
342,956
shares
|
$33.9 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
317,175
shares
|
$31.4 Million
0.17% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
292,029
shares
|
$28.9 Million
0.08% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
291,869
shares
|
$28.9 Million
8.8% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
287,645
shares
|
$28.5 Million
6.72% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
286,787
shares
|
$28.4 Million
0.08% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
283,028
shares
|
$28 Million
6.58% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
281,281
shares
|
$27.8 Million
13.9% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
267,832
shares
|
$26.5 Million
2.09% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
263,908
shares
|
$26.1 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
258,636
shares
|
$25.6 Million
6.16% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
257,007
shares
|
$25.4 Million
10.53% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
251,187
shares
|
$24.8 Million
1.84% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
248,808
shares
|
$24.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
244,102
shares
|
$24.1 Million
1.23% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
228,592
shares
|
$22.6 Million
2.36% of portfolio
|
Q2 2025
Added 34.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
220,774
shares
|
$21.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
215,069
shares
|
$21.3 Million
0.98% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
206,758
shares
|
$20.5 Million
3.96% of portfolio
|
Q2 2025
Added 2.2%
|