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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
100,276
shares
|
$9.92 Million
0.83% of portfolio
|
Q2 2025
Reduced 95.89%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
99,878
shares
|
$9.88 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
97,942
shares
|
$9.69 Million
0.01% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
96,566
shares
|
$9.55 Million
0.5% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
95,643
shares
|
$9.46 Million
0.16% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
93,840
shares
|
$9.28 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
91,744
shares
|
$9.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 73.66%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
91,437
shares
|
$9.04 Million
4.19% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
91,091
shares
|
$9.01 Million
2.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
89,373
shares
|
$8.84 Million
7.19% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
88,656
shares
|
$8.77 Million
0.71% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
87,889
shares
|
$8.69 Million
0.16% of portfolio
|
Q2 2025
Added 152.21%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
85,842
shares
|
$8.49 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
85,800
shares
|
$8.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
77,998
shares
|
$7.71 Million
0.4% of portfolio
|
Q2 2025
Reduced 43.28%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
77,845
shares
|
$7.7 Million
2.04% of portfolio
|
Q2 2022
Reduced 1.66%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
77,295
shares
|
$7.65 Million
3.69% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
76,692
shares
|
$7.59 Million
0.93% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
76,314
shares
|
$7.55 Million
3.32% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
76,185
shares
|
$7.54 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
75,825
shares
|
$7.5 Million
0.74% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
75,774
shares
|
$7.49 Million
4.08% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
75,632
shares
|
$7.48 Million
0.51% of portfolio
|
Q2 2025
Reduced 70.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
75,182
shares
|
$7.44 Million
0.05% of portfolio
|
Q2 2025
Added 100.97%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
74,127
shares
|
$7.33 Million
0.37% of portfolio
|
Q2 2025
Added 10.85%
|