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 726 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 $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
20,647
shares
|
$2.04 Million
0.87% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
20,542
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,377
shares
|
$2.01 Million
6.94% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
20,355
shares
|
$2.01 Million
0.82% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
20,220
shares
|
$2 Million
1.2% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
20,111
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
19,651
shares
|
$1.94 Million
0.3% of portfolio
|
Q3 2024
Added 111.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,521
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2022
Added 13.18%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
19,195
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
19,176
shares
|
$1.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
18,813
shares
|
$1.86 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,803
shares
|
$1.86 Million
0.17% of portfolio
|
Q2 2023
Added 887.55%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,074
shares
|
$1.79 Million
0.05% of portfolio
|
Q1 2024
Added 27.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,838
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
17,522
shares
|
$1.73 Million
0.63% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
17,431
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
17,360
shares
|
$1.72 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
17,245
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
17,202
shares
|
$1.7 Million
0.53% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,790
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
16,575
shares
|
$1.64 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
16,522
shares
|
$1.63 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
16,289
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
16,068
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
15,475
shares
|
$1.53 Million
0.12% of portfolio
|
Q2 2024
Added 9.47%
|