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 $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,385
shares
|
$4.78 Million
0.08% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
47,789
shares
|
$4.73 Million
0.49% of portfolio
|
Q3 2024
Added 33.75%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
47,133
shares
|
$4.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
47,078
shares
|
$4.66 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
46,687
shares
|
$4.62 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
45,833
shares
|
$4.53 Million
0.29% of portfolio
|
Q3 2024
Added 44.77%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
44,245
shares
|
$4.37 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
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
43,329
shares
|
$4.28 Million
1.51% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
42,850
shares
|
$4.24 Million
0.11% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
42,616
shares
|
$4.21 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
41,257
shares
|
$4.08 Million
0.19% of portfolio
|
Q3 2024
Reduced 33.29%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
40,306
shares
|
$3.99 Million
1.0% of portfolio
|
Q3 2024
Reduced 33.66%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
40,235
shares
|
$3.98 Million
0.33% of portfolio
|
Q3 2024
Added 22.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,203
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
40,055
shares
|
$3.96 Million
0.22% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
39,434
shares
|
$3.9 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
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%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
38,133
shares
|
$3.77 Million
1.39% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
37,582
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
36,988
shares
|
$3.66 Million
0.16% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
36,390
shares
|
$3.6 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
36,363
shares
|
$3.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,658
shares
|
$3.53 Million
0.49% of portfolio
|
Q2 2023
Reduced 6.12%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
35,548
shares
|
$3.51 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.54%
|