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 841 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
512
shares
|
$51,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
505
shares
|
$51,166
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
502
shares
|
$50,862
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
500
shares
|
$50,660
0.01% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
488
shares
|
$49,444
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
487
shares
|
$49,342
0.01% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
477
shares
|
$48,329
0.0% of portfolio
|
Q3 2025
Reduced 71.72%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Jan 26, 2026 Q4 2025 |
473
shares
|
$47,924
0.05% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
444
shares
|
$44,986
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
434
shares
|
$43,972
0.0% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
423
shares
|
$42,858
0.01% of portfolio
|
Q3 2024
Reduced 67.66%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
400
shares
|
$40,528
0.0% of portfolio
|
Q3 2025
Reduced 33.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
399
shares
|
$40,426
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
392
shares
|
$39,717
0.0% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
384
shares
|
$38,906
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
|
$37,995
0.0% of portfolio
|
Q4 2024
Added 278.79%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
365
shares
|
$36,981
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
344
shares
|
$34,854
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
340
shares
|
$34,448
0.02% of portfolio
|
Q3 2025
Reduced 70.1%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
338
shares
|
$34,246
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
322
shares
|
$32,625
0.02% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
317
shares
|
$32,118
0.01% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$30,395
0.0% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
300
shares
|
$30,395
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
284
shares
|
$28,774
0.02% of portfolio
|
Q1 2025
New holding
|
|