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 812 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
133,509
shares
|
$13.2 Million
6.47% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
133,465
shares
|
$13.2 Million
1.65% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
132,556
shares
|
$13.1 Million
10.62% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
131,135
shares
|
$13 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
127,763
shares
|
$12.6 Million
0.23% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
126,230
shares
|
$12.5 Million
0.38% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
125,915
shares
|
$12.5 Million
4.63% of portfolio
|
Q2 2025
Reduced 66.37%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
125,563
shares
|
$12.4 Million
0.17% of portfolio
|
Q2 2025
Added 63.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
124,246
shares
|
$12.3 Million
0.17% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
123,300
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
121,265
shares
|
$12 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
120,189
shares
|
$11.9 Million
1.2% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
119,799
shares
|
$11.8 Million
0.06% of portfolio
|
Q2 2025
Added 197.22%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
117,457
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
117,290
shares
|
$11.6 Million
0.29% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
116,496
shares
|
$11.5 Million
0.06% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
114,413
shares
|
$11.3 Million
3.73% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
114,365
shares
|
$11.3 Million
1.1% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
113,848
shares
|
$11.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
113,419
shares
|
$11.2 Million
0.83% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
111,497
shares
|
$11 Million
0.77% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
107,401
shares
|
$10.6 Million
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
104,510
shares
|
$10.3 Million
0.31% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
100,981
shares
|
$9.99 Million
7.64% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
100,661
shares
|
$9.96 Million
0.0% of portfolio
|
Q1 2025
Added 7.23%
|