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 729 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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
25,621
shares
|
$2.56 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
25,267
shares
|
$2.52 Million
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,869
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
24,774
shares
|
$2.47 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
24,651
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Added 42.81%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
24,491
shares
|
$2.45 Million
2.11% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
24,482
shares
|
$2.44 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
24,383
shares
|
$2.43 Million
0.44% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
24,378
shares
|
$2.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,375
shares
|
$2.43 Million
0.05% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
24,168
shares
|
$2.41 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,726
shares
|
$2.37 Million
0.95% of portfolio
|
Q1 2024
Reduced 8.09%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
23,614
shares
|
$2.36 Million
1.37% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
23,578
shares
|
$2.35 Million
0.25% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
23,503
shares
|
$2.35 Million
0.14% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,436
shares
|
$2.34 Million
0.13% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
23,278
shares
|
$2.32 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
22,531
shares
|
$2.25 Million
0.48% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
22,236
shares
|
$2.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
22,082
shares
|
$2.21 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
21,949
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
21,844
shares
|
$2.18 Million
1.37% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
21,213
shares
|
$2.12 Million
0.29% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,934
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 82.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
20,933
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.9%
|