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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
39,799
shares
|
$3.68 Million
0.1% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
38,529
shares
|
$3.56 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
37,410
shares
|
$3.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
37,273
shares
|
$3.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
36,995
shares
|
$3.42 Million
2.11% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
36,968
shares
|
$3.42 Million
0.43% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
36,727
shares
|
$3.39 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
36,242
shares
|
$3.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
35,989
shares
|
$3.32 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
35,615
shares
|
$3.29 Million
0.99% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
35,259
shares
|
$3.26 Million
1.84% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
35,175
shares
|
$3.25 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
35,095
shares
|
$3.24 Million
1.32% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
34,848
shares
|
$3.22 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
33,938
shares
|
$3.14 Million
0.02% of portfolio
|
Q1 2025
Added 172.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
33,486
shares
|
$3.09 Million
0.37% of portfolio
|
Q1 2025
Added 63.7%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
33,455
shares
|
$3.09 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
33,420
shares
|
$3.09 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
33,412
shares
|
$3.09 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
32,898
shares
|
$3.04 Million
0.03% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
32,270
shares
|
$2.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
31,720
shares
|
$2.93 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,792
shares
|
$2.84 Million
0.08% of portfolio
|
Q2 2020
Added 20.53%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
30,777
shares
|
$2.84 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
30,101
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|