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 728 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 $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
65,586,554
shares
|
$6.1 Billion
0.53% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
13,352,079
shares
|
$1.24 Billion
0.59% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
8,634,800
shares
|
$803 Million
0.06% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,914,807
shares
|
$457 Million
5.88% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,308,366
shares
|
$401 Million
7.92% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,206,740
shares
|
$391 Million
0.13% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,884,179
shares
|
$361 Million
0.38% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,869,906
shares
|
$267 Million
10.5% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
2,366,598
shares
|
$220 Million
4.93% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,321,388
shares
|
$216 Million
9.52% of portfolio
|
Q3 2024
Added 53.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,862,473
shares
|
$173 Million
0.01% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,625,231
shares
|
$151 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,456,686
shares
|
$136 Million
0.21% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,363,133
shares
|
$127 Million
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,233,465
shares
|
$115 Million
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,214,880
shares
|
$113 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,158,760
shares
|
$108 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,036,031
shares
|
$96.4 Million
5.61% of portfolio
|
Q3 2024
Added 57.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,033,907
shares
|
$96.2 Million
0.02% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
976,239
shares
|
$90.8 Million
1.2% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
864,000
shares
|
$80.4 Million
2.05% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
834,196
shares
|
$77.6 Million
1.19% of portfolio
|
Q3 2024
Added 10714.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
813,134
shares
|
$75.6 Million
0.11% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
801,918
shares
|
$74.6 Million
0.1% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
773,483
shares
|
$71.9 Million
1.2% of portfolio
|
Q2 2024
Added 0.47%
|