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 802 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
362,036
shares
|
$33.4 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
361,727
shares
|
$33.4 Million
0.58% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
354,270
shares
|
$32.7 Million
0.58% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
353,314
shares
|
$32.6 Million
12.79% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
350,344
shares
|
$32.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
348,294
shares
|
$32.2 Million
0.07% of portfolio
|
Q1 2025
Added 28.31%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
341,203
shares
|
$31.5 Million
0.2% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
337,046
shares
|
$31.1 Million
0.7% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
334,266
shares
|
$30.9 Million
1.72% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
311,196
shares
|
$28.7 Million
0.18% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
306,207
shares
|
$28.3 Million
9.47% of portfolio
|
Q1 2025
Added 39.62%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
285,937
shares
|
$26.4 Million
9.14% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
283,091
shares
|
$26.2 Million
0.09% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
280,961
shares
|
$26 Million
7.26% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
277,110
shares
|
$25.6 Million
0.09% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
275,560
shares
|
$25.5 Million
14.47% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
270,238
shares
|
$25 Million
7.03% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
261,984
shares
|
$24.2 Million
0.35% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
256,197
shares
|
$23.7 Million
1.83% of portfolio
|
Q1 2025
Added 34.23%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
255,742
shares
|
$23.6 Million
6.54% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
238,357
shares
|
$22 Million
12.01% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
237,469
shares
|
$21.9 Million
1.9% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
235,557
shares
|
$21.8 Million
1.24% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
220,774
shares
|
$20.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
213,903
shares
|
$19.8 Million
1.63% of portfolio
|
Q1 2025
Added 6.66%
|