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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,389
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 14.41%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
12,316
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
12,256
shares
|
$1.21 Million
0.87% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
12,075
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
11,806
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
11,796
shares
|
$1.17 Million
0.27% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
11,357
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
11,283
shares
|
$1.12 Million
0.38% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
11,281
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2024
Added 44.98%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,166
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,095
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
11,065
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2021
Added 73.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,034
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,620
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2023
Added 1942.31%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
10,510
shares
|
$1.04 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
10,502
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 180.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10,469
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,443
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,433
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,339
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
10,334
shares
|
$1.02 Million
0.3% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
10,247
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
10,182
shares
|
$1.01 Million
0.27% of portfolio
|
Q3 2024
Added 283.65%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,115
shares
|
$1 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.66%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
10,084
shares
|
$997,105
0.49% of portfolio
|
Q3 2024
Added 13.58%
|