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 |
|---|---|---|---|---|---|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
10,084
shares
|
$1.01 Million
0.49% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
10,027
shares
|
$1 Million
0.38% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,016
shares
|
$1 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
9,987
shares
|
$997,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
9,977
shares
|
$996,303
0.34% of portfolio
|
Q2 2023
Reduced 16.7%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,795
shares
|
$978,128
0.04% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,756
shares
|
$974,234
0.01% of portfolio
|
Q1 2024
Reduced 17.8%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
9,525
shares
|
$951,166
0.19% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
9,517
shares
|
$950,367
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
9,517
shares
|
$950,367
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,423
shares
|
$940,980
0.0% of portfolio
|
Q2 2023
Reduced 47.01%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
9,352
shares
|
$933,890
0.31% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
9,283
shares
|
$927,000
0.92% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,128
shares
|
$911,522
0.01% of portfolio
|
Q3 2024
Added 216.94%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
9,115
shares
|
$910,223
0.46% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,058
shares
|
$904,531
0.11% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
9,025
shares
|
$901,236
0.47% of portfolio
|
Q3 2024
Added 254.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
8,957
shares
|
$894,446
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
8,820
shares
|
$880,765
0.01% of portfolio
|
Q3 2024
Added 65.91%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,809
shares
|
$879,666
0.0% of portfolio
|
Q3 2024
Reduced 77.3%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
8,665
shares
|
$865,286
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,641
shares
|
$862,890
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
8,638
shares
|
$862,590
0.13% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,610
shares
|
$859,794
0.0% of portfolio
|
Q3 2024
Reduced 74.61%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
8,526
shares
|
$851,406
0.63% of portfolio
|
Q3 2024
Added 32.41%
|