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 834 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 $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
236
shares
|
$23,911
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
220
shares
|
$22,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
214
shares
|
$21,682
0.01% of portfolio
|
Q3 2025
Reduced 24.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
212
shares
|
$21,479
0.0% of portfolio
|
Q1 2025
Reduced 98.92%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
208
shares
|
$21,074
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
180
shares
|
$18,237
0.0% of portfolio
|
Q1 2025
Added 157.14%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
180
shares
|
$18,237
0.01% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
179
shares
|
$18,136
0.01% of portfolio
|
Q2 2025
Added 219.64%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
177
shares
|
$17,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
174
shares
|
$17,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
172
shares
|
$17,427
0.01% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
165
shares
|
$16,717
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
163
shares
|
$16,515
0.0% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
163
shares
|
$16,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
158
shares
|
$16,008
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
153
shares
|
$15,501
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
150
shares
|
$15,197
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
150
shares
|
$15,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
148
shares
|
$14,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
144
shares
|
$14,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
141
shares
|
$14,286
0.0% of portfolio
|
Q3 2025
Reduced 24.19%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
136
shares
|
$13,779
0.01% of portfolio
|
Q3 2025
Reduced 69.3%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
134
shares
|
$13,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
132
shares
|
$13,374
0.01% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
130
shares
|
$13,171
0.01% of portfolio
|
Q4 2024
New holding
|
|