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 776 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
139
shares
|
$12,707
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
130
shares
|
$11,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
127
shares
|
$11,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
106
shares
|
$9,690
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$9,142
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
97
shares
|
$8,867
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
94
shares
|
$8,593
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
91
shares
|
$8,319
0.0% of portfolio
|
Q1 2025
Reduced 78.79%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
89
shares
|
$8,136
0.0% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
82
shares
|
$7,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
82
shares
|
$7,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$7,222
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
78
shares
|
$7,130
0.0% of portfolio
|
Q4 2021
Reduced 30.36%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
77
shares
|
$7,039
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
70
shares
|
$6,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
70
shares
|
$6,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
67
shares
|
$6,125
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
60
shares
|
$5,485
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
54
shares
|
$4,936
0.0% of portfolio
|
Q3 2023
Reduced 85.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
54
shares
|
$4,936
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
50
shares
|
$4,571
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
48
shares
|
$4,388
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
48
shares
|
$4,388
0.0% of portfolio
|
Q3 2024
Reduced 86.21%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
48
shares
|
$4,388
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
44
shares
|
$4,022
0.0% of portfolio
|
Q4 2024
New holding
|