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 802 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
101,190
shares
|
$9.35 Million
7.82% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
99,495
shares
|
$9.19 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
95,466
shares
|
$8.82 Million
0.17% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
95,438
shares
|
$8.82 Million
4.99% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
94,720
shares
|
$8.75 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
94,383
shares
|
$8.72 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
91,279
shares
|
$8.43 Million
4.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
91,091
shares
|
$8.41 Million
2.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
90,686
shares
|
$8.38 Million
0.01% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Apr 24, 2025 Q1 2025 |
89,798
shares
|
$8.3 Million
7.69% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
87,643
shares
|
$8.1 Million
0.21% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
86,100
shares
|
$7.95 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
84,443
shares
|
$7.8 Million
0.71% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
82,816
shares
|
$7.65 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
80,849
shares
|
$7.47 Million
2.58% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
79,826
shares
|
$7.37 Million
0.09% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
77,845
shares
|
$7.19 Million
2.04% of portfolio
|
Q2 2022
Reduced 1.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
77,351
shares
|
$7.15 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
77,200
shares
|
$7.13 Million
4.3% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
76,605
shares
|
$7.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 70.92%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
74,677
shares
|
$6.9 Million
4.24% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
73,972
shares
|
$6.83 Million
3.67% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
71,985
shares
|
$6.65 Million
7.32% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
71,952
shares
|
$6.65 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
70,059
shares
|
$6.47 Million
0.0% of portfolio
|
Q1 2025
Added 151.34%
|