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 |
|---|---|---|---|---|---|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
37,626
shares
|
$3.72 Million
2.0% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
36,973
shares
|
$3.66 Million
0.31% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
36,587
shares
|
$3.62 Million
0.95% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Equity Investment Corp
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
36,332
shares
|
$3.59 Million
0.08% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,658
shares
|
$3.53 Million
0.46% of portfolio
|
Q2 2025
Added 190.23%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
35,080
shares
|
$3.47 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
34,801
shares
|
$3.44 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
34,739
shares
|
$3.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
34,577
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.68%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
34,198
shares
|
$3.38 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
34,094
shares
|
$3.37 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
33,486
shares
|
$3.31 Million
0.37% of portfolio
|
Q1 2025
Added 63.7%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
33,290
shares
|
$3.29 Million
0.08% of portfolio
|
Q2 2025
Added 33.23%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
32,954
shares
|
$3.26 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
32,948
shares
|
$3.26 Million
0.04% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
32,898
shares
|
$3.25 Million
0.02% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
32,038
shares
|
$3.17 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
31,720
shares
|
$3.14 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
31,083
shares
|
$3.07 Million
0.47% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
31,000
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
30,878
shares
|
$3.05 Million
1.68% of portfolio
|
Q2 2025
Added 46.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,792
shares
|
$3.05 Million
0.08% of portfolio
|
Q2 2020
Added 20.53%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
30,325
shares
|
$3 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
30,176
shares
|
$2.98 Million
0.35% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
30,174
shares
|
$2.98 Million
1.97% of portfolio
|
Q2 2025
New holding
|