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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
52,473
shares
|
$5.19 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
51,355
shares
|
$5.08 Million
1.54% of portfolio
|
Q2 2025
Reduced 83.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
50,607
shares
|
$5.01 Million
0.11% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
50,506
shares
|
$5 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
50,220
shares
|
$4.97 Million
1.82% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
50,069
shares
|
$4.95 Million
3.18% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,385
shares
|
$4.79 Million
0.08% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
47,943
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
47,821
shares
|
$4.73 Million
0.86% of portfolio
|
Q2 2025
Added 18.54%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
47,143
shares
|
$4.66 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
46,893
shares
|
$4.64 Million
0.1% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
45,739
shares
|
$4.52 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
44,585
shares
|
$4.41 Million
0.01% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
44,321
shares
|
$4.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
44,264
shares
|
$4.38 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
44,245
shares
|
$4.38 Million
0.58% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
43,372
shares
|
$4.29 Million
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
42,864
shares
|
$4.24 Million
2.13% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
40,954
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2025
Added 167.78%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
40,887
shares
|
$4.04 Million
0.0% of portfolio
|
Q2 2025
Added 80.92%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
40,038
shares
|
$3.96 Million
1.5% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
39,748
shares
|
$3.93 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
39,678
shares
|
$3.92 Million
1.36% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
38,529
shares
|
$3.81 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
37,857
shares
|
$3.74 Million
0.09% of portfolio
|
Q2 2025
Added 4.46%
|