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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
52,379
shares
|
$4.84 Million
1.69% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
51,715
shares
|
$4.78 Million
1.54% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
51,014
shares
|
$4.71 Million
0.37% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
50,669
shares
|
$4.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
50,579
shares
|
$4.67 Million
0.83% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
50,173
shares
|
$4.63 Million
1.85% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
49,852
shares
|
$4.61 Million
0.3% of portfolio
|
Q1 2025
Added 59.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,516
shares
|
$4.57 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
49,383
shares
|
$4.56 Million
3.1% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
49,312
shares
|
$4.56 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
48,534
shares
|
$4.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,385
shares
|
$4.47 Million
0.08% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
47,143
shares
|
$4.36 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
46,831
shares
|
$4.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
45,745
shares
|
$4.23 Million
0.02% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
44,245
shares
|
$4.09 Million
0.58% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
43,372
shares
|
$4.01 Million
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
43,225
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
41,748
shares
|
$3.86 Million
0.22% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
41,473
shares
|
$3.83 Million
0.15% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
41,448
shares
|
$3.83 Million
2.73% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
40,811
shares
|
$3.77 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
40,341
shares
|
$3.73 Million
0.76% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
40,307
shares
|
$3.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
39,815
shares
|
$3.68 Million
1.72% of portfolio
|
Q1 2025
Added 0.58%
|