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 |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
15,475
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2024
Added 9.47%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,423
shares
|
$1.54 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,330
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
15,312
shares
|
$1.53 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,293
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2024
Reduced 64.43%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
15,238
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2024
Added 160.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,217
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 126.68%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
14,931
shares
|
$1.49 Million
0.2% of portfolio
|
Q1 2024
Reduced 93.95%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
14,810
shares
|
$1.48 Million
0.54% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,664
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,023
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
13,819
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
13,653
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
13,328
shares
|
$1.33 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
13,208
shares
|
$1.32 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
13,200
shares
|
$1.32 Million
0.36% of portfolio
|
Q2 2020
Reduced 4.7%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
13,145
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
13,031
shares
|
$1.3 Million
0.51% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
12,987
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
12,881
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
12,873
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
12,865
shares
|
$1.28 Million
0.95% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
12,845
shares
|
$1.28 Million
0.44% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,795
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,718
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 0.76%
|