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 801 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equity Investment Corp
Atlanta, GA |
May 02, 2025 Q1 2025 |
30,044
shares
|
$2.87 Million
0.07% of portfolio
|
Q1 2025
Reduced 54.96%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
29,473
shares
|
$2.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
29,121
shares
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 36.3%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
29,082
shares
|
$2.78 Million
1.74% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
28,630
shares
|
$2.74 Million
0.78% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,771
shares
|
$2.66 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
26,689
shares
|
$2.55 Million
1.07% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
26,575
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
26,531
shares
|
$2.54 Million
0.91% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
26,498
shares
|
$2.53 Million
0.43% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
25,892
shares
|
$2.48 Million
1.96% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
25,634
shares
|
$2.45 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
25,578
shares
|
$2.45 Million
1.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
24,987
shares
|
$2.39 Million
0.06% of portfolio
|
Q1 2025
Added 27.46%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
24,917
shares
|
$2.38 Million
0.1% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
24,759
shares
|
$2.37 Million
0.46% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
24,725
shares
|
$2.36 Million
0.82% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
24,491
shares
|
$2.34 Million
2.09% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
24,221
shares
|
$2.32 Million
0.34% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
24,183
shares
|
$2.31 Million
0.05% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
24,047
shares
|
$2.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 32.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
24,025
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
23,910
shares
|
$2.29 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
23,728
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Added 271.56%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,726
shares
|
$2.27 Million
0.95% of portfolio
|
Q1 2024
Reduced 8.09%
|