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 825 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
51,355
shares
|
$5.09 Million
1.54% of portfolio
|
Q2 2025
Reduced 83.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
51,316
shares
|
$5.08 Million
0.11% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
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
|
$4.98 Million
1.82% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
49,838
shares
|
$4.94 Million
1.49% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
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
|
$4.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
47,639
shares
|
$4.72 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
47,143
shares
|
$4.67 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
47,018
shares
|
$4.66 Million
0.14% of portfolio
|
Q3 2025
Added 1713.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
46,893
shares
|
$4.65 Million
0.1% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
45,739
shares
|
$4.53 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
44,585
shares
|
$4.42 Million
0.01% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
44,559
shares
|
$4.41 Million
2.13% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
44,321
shares
|
$4.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
44,264
shares
|
$4.39 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
|
$4.3 Million
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
40,954
shares
|
$4.06 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
|
$4.05 Million
0.0% of portfolio
|
Q2 2025
Added 80.92%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
40,833
shares
|
$4.05 Million
1.49% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
40,551
shares
|
$4.02 Million
2.11% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
39,678
shares
|
$3.93 Million
1.36% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
39,323
shares
|
$3.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
38,846
shares
|
$3.85 Million
0.98% of portfolio
|
Q3 2025
Reduced 22.42%
|