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 769 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,282
shares
|
$885,409
0.01% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
9,271
shares
|
$884,360
0.1% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,039
shares
|
$862,230
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,961
shares
|
$854,789
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
8,929
shares
|
$851,737
0.45% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
8,891
shares
|
$848,112
0.25% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
8,837
shares
|
$842,961
0.66% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,555
shares
|
$816,061
0.12% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,547
shares
|
$815,298
0.02% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
8,520
shares
|
$812,722
0.71% of portfolio
|
Q1 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
8,415
shares
|
$802,706
0.29% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
8,376
shares
|
$798,986
0.4% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
8,322
shares
|
$793,835
0.0% of portfolio
|
Q4 2024
Added 61.59%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,149
shares
|
$777,333
0.05% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
8,087
shares
|
$771,418
0.08% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,035
shares
|
$766,458
0.06% of portfolio
|
Q4 2023
Reduced 11.02%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
7,973
shares
|
$760,544
0.0% of portfolio
|
Q4 2024
Reduced 50.38%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
7,881
shares
|
$751,768
0.22% of portfolio
|
Q4 2024
Reduced 23.74%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
7,697
shares
|
$734,216
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
7,695
shares
|
$734,026
0.18% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
7,501
shares
|
$715,520
0.06% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,500
shares
|
$715,425
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
7,498
shares
|
$715,234
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,436
shares
|
$709,320
0.07% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,390
shares
|
$704,932
0.31% of portfolio
|
Q1 2024
Added 13.05%
|