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 811 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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
72,208,229
shares
|
$6.95 Billion
0.55% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,189,334
shares
|
$1.46 Billion
0.51% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,179,982
shares
|
$884 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,698,055
shares
|
$548 Million
0.41% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,252,441
shares
|
$506 Million
0.15% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,856,346
shares
|
$467 Million
5.53% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,483,865
shares
|
$432 Million
7.86% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,576,178
shares
|
$344 Million
10.89% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,767,235
shares
|
$266 Million
9.8% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 11, 2025 Q2 2025 |
2,438,808
shares
|
$235 Million
1.17% of portfolio
|
Q2 2025
Added 2455.38%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,288,487
shares
|
$220 Million
2.59% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,029,899
shares
|
$195 Million
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,606,861
shares
|
$155 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,415,920
shares
|
$136 Million
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,389,971
shares
|
$134 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,363,133
shares
|
$131 Million
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,300,057
shares
|
$125 Million
0.03% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,261,168
shares
|
$121 Million
1.51% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,214,880
shares
|
$117 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,133,601
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,049,440
shares
|
$101 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
972,091
shares
|
$93.6 Million
1.3% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
864,000
shares
|
$83.2 Million
1.88% of portfolio
|
Q2 2025
Added 68.16%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
818,997
shares
|
$78.8 Million
7.37% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
802,848
shares
|
$77.3 Million
0.12% of portfolio
|
Q1 2025
Added 155.59%
|