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 825 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
399
shares
|
$39,528
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
389
shares
|
$38,538
0.02% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
384
shares
|
$38,042
0.01% of portfolio
|
Q2 2025
Reduced 54.88%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
375
shares
|
$37,151
0.0% of portfolio
|
Q4 2024
Added 278.79%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
367
shares
|
$36,358
0.01% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
365
shares
|
$36,160
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
365
shares
|
$36,160
0.0% of portfolio
|
Q2 2025
Reduced 69.66%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
340
shares
|
$33,683
0.01% of portfolio
|
Q3 2025
Reduced 70.1%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
338
shares
|
$33,485
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
322
shares
|
$31,900
0.02% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$29,720
0.0% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
284
shares
|
$28,135
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
283
shares
|
$28,036
0.0% of portfolio
|
Q4 2024
Reduced 77.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
282
shares
|
$27,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
280
shares
|
$27,739
0.0% of portfolio
|
Q2 2024
Added 16.18%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
275
shares
|
$27,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
264
shares
|
$26,154
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
258
shares
|
$25,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
250
shares
|
$24,767
0.0% of portfolio
|
Q4 2024
Reduced 67.82%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
250
shares
|
$24,767
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
240
shares
|
$23,776
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
236
shares
|
$23,380
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
220
shares
|
$21,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
214
shares
|
$21,200
0.01% of portfolio
|
Q3 2025
Reduced 24.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
212
shares
|
$21,002
0.0% of portfolio
|
Q1 2025
Reduced 98.92%
|