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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
9,694
shares
|
$927,037
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,670
shares
|
$924,742
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,654
shares
|
$923,212
0.17% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,608
shares
|
$918,813
0.1% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,423
shares
|
$901,121
0.0% of portfolio
|
Q2 2023
Reduced 47.01%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
9,378
shares
|
$896,818
0.31% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
9,295
shares
|
$888,880
0.09% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,197
shares
|
$879,509
0.02% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
9,192
shares
|
$879,030
0.46% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,916
shares
|
$852,637
0.03% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
8,891
shares
|
$850,246
0.22% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
8,861
shares
|
$847,377
0.84% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
8,767
shares
|
$838,388
0.03% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,646
shares
|
$826,816
0.11% of portfolio
|
Q2 2025
Reduced 51.28%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
8,445
shares
|
$807,595
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
8,315
shares
|
$795,163
0.26% of portfolio
|
Q1 2025
Reduced 97.08%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,203
shares
|
$784,452
0.05% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,149
shares
|
$779,288
0.05% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,126
shares
|
$777,089
0.07% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
8,056
shares
|
$770,395
0.67% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,035
shares
|
$768,387
0.06% of portfolio
|
Q4 2023
Reduced 11.02%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,828
shares
|
$748,591
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,809
shares
|
$746,774
0.01% of portfolio
|
Q1 2025
Added 27.66%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
7,803
shares
|
$746,200
0.01% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
7,697
shares
|
$736,064
0.7% of portfolio
|
Q4 2024
New holding
|