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 |
|---|---|---|---|---|---|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
141,041
shares
|
$13.7 Million
12.99% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
138,340
shares
|
$13.4 Million
3.15% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
132,940
shares
|
$12.9 Million
6.77% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
132,155
shares
|
$12.8 Million
1.75% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
131,913
shares
|
$12.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
127,763
shares
|
$12.4 Million
0.23% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
125,563
shares
|
$12.2 Million
0.17% of portfolio
|
Q2 2025
Added 63.91%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
123,992
shares
|
$12 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
123,300
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
123,030
shares
|
$11.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
121,351
shares
|
$11.8 Million
1.26% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
120,416
shares
|
$11.7 Million
1.23% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
120,020
shares
|
$11.6 Million
2.15% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
119,463
shares
|
$11.6 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
115,447
shares
|
$11.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
115,040
shares
|
$11.2 Million
0.35% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
111,958
shares
|
$10.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
111,322
shares
|
$10.8 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
107,943
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
107,251
shares
|
$10.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
106,414
shares
|
$10.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
104,510
shares
|
$10.1 Million
0.31% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
101,190
shares
|
$9.81 Million
7.82% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
99,878
shares
|
$9.68 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
99,495
shares
|
$9.65 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.18%
|