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 801 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
130
shares
|
$12,603
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
120
shares
|
$11,634
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
118
shares
|
$11,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
100
shares
|
$9,695
0.0% of portfolio
|
Q1 2025
Reduced 28.06%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$9,695
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
100
shares
|
$9,695
0.0% of portfolio
|
Q1 2025
Added 488.24%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
97
shares
|
$9,404
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
94
shares
|
$9,113
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
91
shares
|
$8,822
0.0% of portfolio
|
Q2 2025
Added 1037.5%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
91
shares
|
$8,822
0.0% of portfolio
|
Q1 2025
Reduced 78.79%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
82
shares
|
$7,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
82
shares
|
$7,949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$7,659
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
78
shares
|
$7,562
0.0% of portfolio
|
Q4 2021
Reduced 30.36%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
74
shares
|
$7,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
73
shares
|
$7,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
72
shares
|
$6,980
0.0% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
69
shares
|
$6,689
0.0% of portfolio
|
Q1 2025
Reduced 96.84%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
68
shares
|
$6,592
0.0% of portfolio
|
Q1 2025
Added 58.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
67
shares
|
$6,495
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
67
shares
|
$6,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
62
shares
|
$6,010
0.0% of portfolio
|
Q1 2025
Added 29.17%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
55
shares
|
$5,332
0.0% of portfolio
|
Q1 2025
Reduced 98.78%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
54
shares
|
$5,235
0.0% of portfolio
|
Q3 2023
Reduced 85.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
54
shares
|
$5,235
0.0% of portfolio
|
Q3 2022
New holding
|