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 726 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
89,886
shares
|
$8.72 Million
2.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
86,895
shares
|
$8.43 Million
8.06% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
86,783
shares
|
$8.42 Million
0.18% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
82,986
shares
|
$8.05 Million
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
82,653
shares
|
$8.02 Million
0.29% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
81,955
shares
|
$7.95 Million
1.51% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
81,336
shares
|
$7.89 Million
2.38% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
79,647
shares
|
$7.73 Million
0.71% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
79,349
shares
|
$7.7 Million
4.17% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
77,845
shares
|
$7.55 Million
2.04% of portfolio
|
Q2 2022
Reduced 1.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
77,219
shares
|
$7.49 Million
0.01% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
76,967
shares
|
$7.47 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
76,329
shares
|
$7.4 Million
4.55% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
76,102
shares
|
$7.38 Million
4.18% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
74,661
shares
|
$7.24 Million
2.64% of portfolio
|
Q3 2024
Added 63.04%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
74,238
shares
|
$7.2 Million
3.39% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
73,316
shares
|
$7.11 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
71,045
shares
|
$6.89 Million
0.09% of portfolio
|
Q4 2023
Added 432.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
68,250
shares
|
$6.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
66,223
shares
|
$6.42 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
65,870
shares
|
$6.39 Million
0.02% of portfolio
|
Q3 2024
Added 138.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
63,908
shares
|
$6.2 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
63,444
shares
|
$6.15 Million
1.7% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
63,035
shares
|
$6.12 Million
2.1% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
62,466
shares
|
$6.06 Million
0.01% of portfolio
|
Q3 2024
Added 0.48%
|