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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
35,248
shares
|
$3.49 Million
1.06% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
34,824
shares
|
$3.44 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
34,440
shares
|
$3.41 Million
0.63% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
33,856
shares
|
$3.35 Million
0.06% of portfolio
|
Q3 2024
Added 59.65%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
33,593
shares
|
$3.32 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
31,866
shares
|
$3.15 Million
0.05% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
31,720
shares
|
$3.14 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
31,559
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
31,454
shares
|
$3.11 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,792
shares
|
$3.04 Million
0.08% of portfolio
|
Q2 2020
Added 20.53%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
30,526
shares
|
$3.02 Million
0.34% of portfolio
|
Q3 2024
Added 62.2%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
28,607
shares
|
$2.83 Million
1.99% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
28,519
shares
|
$2.82 Million
1.76% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
28,480
shares
|
$2.82 Million
0.41% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
27,847
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
27,804
shares
|
$2.75 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,771
shares
|
$2.75 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
27,500
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
27,488
shares
|
$2.72 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
27,115
shares
|
$2.68 Million
1.19% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
27,115
shares
|
$2.68 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
27,106
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
26,399
shares
|
$2.61 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
26,372
shares
|
$2.61 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
25,621
shares
|
$2.53 Million
1.25% of portfolio
|
Q3 2024
New holding
|