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 801 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
51,715
shares
|
$5.01 Million
1.54% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
51,014
shares
|
$4.95 Million
0.37% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
50,669
shares
|
$4.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
50,607
shares
|
$4.91 Million
0.11% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
50,506
shares
|
$4.9 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
50,173
shares
|
$4.86 Million
1.85% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
49,852
shares
|
$4.83 Million
0.3% of portfolio
|
Q1 2025
Added 59.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,516
shares
|
$4.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
49,383
shares
|
$4.79 Million
3.1% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,385
shares
|
$4.69 Million
0.08% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
47,943
shares
|
$4.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
47,143
shares
|
$4.57 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
|
$4.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
45,745
shares
|
$4.43 Million
0.02% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
44,245
shares
|
$4.29 Million
0.58% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
43,372
shares
|
$4.2 Million
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
43,225
shares
|
$4.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
41,748
shares
|
$4.05 Million
0.22% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
40,811
shares
|
$3.96 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
40,341
shares
|
$3.91 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
|
$3.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
40,038
shares
|
$3.88 Million
1.5% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
39,799
shares
|
$3.86 Million
0.1% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
39,678
shares
|
$3.85 Million
1.36% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
38,529
shares
|
$3.74 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.25%
|