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 825 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History | 
|---|---|---|---|---|---|
|               
                
   
      Quent Capital, LLC
      
   
                                 
               | 
              Oct 27, 2025 Q3 2025 | 
                 99,312 
                shares            
               | 
              
                 
                    $9.84 Million
                    0.87% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 0.57%
                                         
                 | 
              |
|               
                
   
      Mariner, LLC
       
                                 
              Overland Park, KS  | 
              Aug 14, 2025 Q2 2025 | 
                 97,942 
                shares            
               | 
              
                 
                    $9.7 Million
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 8.0%
                                         
                 | 
              |
|               
                
   
      Integrity Alliance, Llc.
       
                                 
              Urbandale, IA  | 
              Aug 04, 2025 Q2 2025 | 
                 96,566 
                shares            
               | 
              
                 
                    $9.57 Million
                    0.5% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 2.31%
                                         
                 | 
              |
|               
                
   
      Sapient Capital LLC
       
                                 
              Indianapolis, IN  | 
              Oct 17, 2025 Q3 2025 | 
                 96,074 
                shares            
               | 
              
                 
                    $9.52 Million
                    0.15% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 0.45%
                                         
                 | 
              |
|               
                
   
      Savant Capital, LLC
      
   
                                 
               | 
              Aug 06, 2025 Q2 2025 | 
                 93,840 
                shares            
               | 
              
                 
                    $9.3 Million
                    0.06% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 11.82%
                                         
                 | 
              |
|               
                
   
      Mercer Global Advisors Inc 
       
                                 
              Denver, CO  | 
              Aug 14, 2025 Q2 2025 | 
                 91,744 
                shares            
               | 
              
                 
                    $9.09 Million
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 73.66%
                                         
                 | 
              |
|               
                
   
      Eldridge Investment Advisors, Inc.
       
                                 
              Manchester, NH  | 
              May 13, 2025 Q1 2025 | 
                 91,091 
                shares            
               | 
              
                 
                    $9.02 Million
                    2.09% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      Added 0.45%
                                         
                 | 
              |
|               
                
   
      Financial Council Asset Management Inc
      
   
                                 
               | 
              Oct 15, 2025 Q3 2025 | 
                 91,024 
                shares            
               | 
              
                 
                    $9.02 Million
                    4.06% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 0.45%
                                         
                 | 
              |
|               
                
   
      Corepath Wealth Partners LLC
       
                                 
              Scottsdale, AZ  | 
              Jul 08, 2025 Q2 2025 | 
                 89,373 
                shares            
               | 
              
                 
                    $8.85 Million
                    7.19% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 0.47%
                                         
                 | 
              |
|               
                
   
      Charter Oak Capital Management, LLC
      
   
                                 
               | 
              Oct 30, 2025 Q3 2025 | 
                 88,160 
                shares            
               | 
              
                 
                    $8.73 Million
                    0.69% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 0.56%
                                         
                 | 
              |
|               
                
   
      Rmb Capital Management, LLC
      
   
                                 
               | 
              Aug 14, 2025 Q2 2025 | 
                 87,889 
                shares            
               | 
              
                 
                    $8.71 Million
                    0.16% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 152.21%
                                         
                 | 
              |
|               
                
   
      Amplius Wealth Advisors, LLC
      
   
                                 
               | 
              Oct 21, 2025 Q3 2025 | 
                 87,703 
                shares            
               | 
              
                 
                    $8.69 Million
                    1.03% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 27.68%
                                         
                 | 
              |
|               
                
   
      Iconiq Capital, LLC
       
                                 
              San Francisco, CA  | 
              Aug 14, 2025 Q2 2025 | 
                 85,842 
                shares            
               | 
              
                 
                    $8.5 Million
                    0.21% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 2.05%
                                         
                 | 
              |
|               
                
   
      Alliancebernstein L.P.
       
                                 
              New York, NY  | 
              Aug 14, 2025 Q2 2025 | 
                 85,800 
                shares            
               | 
              
                 
                    $8.5 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 0.35%
                                         
                 | 
              |
|               
                
   
      Ameritas Advisory Services, LLC
       
                                 
              Lincoln, NE  | 
              Jul 21, 2025 Q2 2025 | 
                 77,998 
                shares            
               | 
              
                 
                    $7.73 Million
                    0.4% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 43.28%
                                         
                 | 
              |
|               
                
   
      Hya Advisors, Inc
      
   
                                 
               | 
              Jul 13, 2022 Q2 2022 | 
                 77,845 
                shares            
               | 
              
                 
                    $7.71 Million
                    2.04% of portfolio                               
                         
                 | 
              
                 
                    Q2 2022
                      Reduced 1.66%
                                         
                 | 
              |
|               
                
   
      Motive Wealth Advisors
      
   
                                 
               | 
              Oct 20, 2025 Q3 2025 | 
                 77,481 
                shares            
               | 
              
                 
                    $7.68 Million
                    3.4% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 1.53%
                                         
                 | 
              |
|               
                
   
      Foundry Financial Group, Inc.
       
                                 
              Laconia, NH  | 
              Oct 23, 2025 Q3 2025 | 
                 76,750 
                shares            
               | 
              
                 
                    $7.6 Million
                    4.03% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 1.29%
                                         
                 | 
              |
|               
                
   
      High Mark Wealth Management LLC
      
   
                                 
               | 
              Oct 20, 2025 Q3 2025 | 
                 76,488 
                shares            
               | 
              
                 
                    $7.58 Million
                    3.53% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 1.04%
                                         
                 | 
              |
|               
                
   
      Resources Investment Advisors, Llc.
       
                                 
              Overland Park, KS  | 
              Aug 07, 2025 Q2 2025 | 
                 76,185 
                shares            
               | 
              
                 
                    $7.55 Million
                    0.09% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 4.56%
                                         
                 | 
              |
|               
                
   
      Zuckerman Investment Group, LLC
       
                                 
              Chicago, IL  | 
              Aug 14, 2025 Q2 2025 | 
                 75,825 
                shares            
               | 
              
                 
                    $7.51 Million
                    0.74% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 22.64%
                                         
                 | 
              |
|               
                
   
      Ep Wealth Advisors, LLC
       
                                 
              Torrance, CA  | 
              Aug 14, 2025 Q2 2025 | 
                 75,182 
                shares            
               | 
              
                 
                    $7.45 Million
                    0.05% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 100.97%
                                         
                 | 
              |
|               
                
   
      Ifg Advisory, LLC
      
   
                                 
               | 
              Aug 04, 2025 Q2 2025 | 
                 74,127 
                shares            
               | 
              
                 
                    $7.34 Million
                    0.37% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 10.85%
                                         
                 | 
              |
|               
                
   
      Legacy Solutions, LLC
       
                                 
              Kennett Square, PA  | 
              Oct 09, 2025 Q3 2025 | 
                 73,679 
                shares            
               | 
              
                 
                    $7.3 Million
                    6.62% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 0.37%
                                         
                 | 
              |
|               
                
   
      Canandaigua National Trust CO Of Florida
       
                                 
              Canandaigua, NY  | 
              Oct 07, 2025 Q3 2025 | 
                 73,643 
                shares            
               | 
              
                 
                    $7.3 Million
                    5.83% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 8.02%
                                         
                 |