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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
14,581
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
14,335
shares
|
$1.37 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
13,864
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
13,832
shares
|
$1.32 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
13,315
shares
|
$1.27 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
13,300
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
13,298
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
13,296
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
13,293
shares
|
$1.27 Million
0.59% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
13,208
shares
|
$1.26 Million
0.51% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
13,200
shares
|
$1.26 Million
0.37% of portfolio
|
Q2 2020
Reduced 4.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,132
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
13,093
shares
|
$1.25 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
12,926
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
12,826
shares
|
$1.23 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,795
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
12,559
shares
|
$1.2 Million
0.19% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,476
shares
|
$1.19 Million
0.2% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
12,466
shares
|
$1.19 Million
0.35% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,286
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 65.54%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
12,215
shares
|
$1.17 Million
0.36% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
12,173
shares
|
$1.16 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
11,989
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
11,931
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 24.93%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
11,896
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.59%
|