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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$29,673
0.0% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
284
shares
|
$28,090
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
284
shares
|
$28,090
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
283
shares
|
$27,991
0.0% of portfolio
|
Q4 2024
Reduced 77.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
282
shares
|
$27,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
280
shares
|
$27,694
0.0% of portfolio
|
Q2 2024
Added 16.18%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
275
shares
|
$27,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
264
shares
|
$26,112
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
258
shares
|
$25,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
250
shares
|
$24,727
0.0% of portfolio
|
Q4 2024
Reduced 67.82%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
250
shares
|
$24,727
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
243
shares
|
$24,035
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
240
shares
|
$23,738
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
236
shares
|
$23,342
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
220
shares
|
$21,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
213
shares
|
$21,067
0.01% of portfolio
|
Q1 2025
Added 526.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
212
shares
|
$20,968
0.0% of portfolio
|
Q1 2025
Reduced 98.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
199
shares
|
$19,683
0.0% of portfolio
|
Q2 2025
Added 34.46%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
194
shares
|
$19,188
0.0% of portfolio
|
Q3 2024
Added 781.82%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
186
shares
|
$18,397
0.0% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
180
shares
|
$17,803
0.01% of portfolio
|
Q1 2025
Added 650.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
180
shares
|
$17,803
0.01% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
180
shares
|
$17,803
0.0% of portfolio
|
Q1 2025
Added 157.14%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
179
shares
|
$17,704
0.01% of portfolio
|
Q2 2025
Added 219.64%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
177
shares
|
$17,507
0.01% of portfolio
|
Q4 2024
New holding
|