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 772 institutions that hold shares in the stock, with a total of 174 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
71,600,707
shares
|
$6.82 Billion
0.57% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,821,490
shares
|
$1.32 Billion
0.54% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,254,282
shares
|
$882 Million
0.06% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
4,654,639
shares
|
$443 Million
5.6% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,411,105
shares
|
$420 Million
0.14% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,306,885
shares
|
$410 Million
0.38% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,287,021
shares
|
$408 Million
7.63% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
3,266,064
shares
|
$311 Million
10.99% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,586,389
shares
|
$246 Million
9.41% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,976,810
shares
|
$188 Million
0.01% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,803,053
shares
|
$172 Million
3.04% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,642,184
shares
|
$156 Million
0.03% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,533,532
shares
|
$146 Million
0.21% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,413,157
shares
|
$135 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,363,133
shares
|
$130 Million
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
1,354,000
shares
|
$129 Million
2.92% of portfolio
|
Q4 2024
Added 56.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,313,948
shares
|
$125 Million
0.03% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,214,880
shares
|
$116 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,131,772
shares
|
$108 Million
0.02% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,079,686
shares
|
$103 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
986,881
shares
|
$94 Million
1.12% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
881,337
shares
|
$84 Million
1.2% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
801,918
shares
|
$76.4 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
|
$73.7 Million
1.2% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
720,703
shares
|
$68.7 Million
6.7% of portfolio
|
Q4 2024
Added 3.2%
|