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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,546
shares
|
$721,623
0.01% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,522
shares
|
$719,328
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
7,498
shares
|
$717,033
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,436
shares
|
$711,104
0.07% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
7,433
shares
|
$710,817
0.62% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,390
shares
|
$706,705
0.31% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
7,382
shares
|
$705,940
0.1% of portfolio
|
Q1 2023
Added 43.98%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,358
shares
|
$703,645
0.52% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,164
shares
|
$685,093
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,094
shares
|
$678,399
0.15% of portfolio
|
Q1 2025
Added 98.49%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
7,091
shares
|
$678,112
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
7,058
shares
|
$674,956
0.0% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
6,983
shares
|
$667,784
0.06% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
6,942
shares
|
$663,863
0.17% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
6,939
shares
|
$663,576
0.12% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,858
shares
|
$655,830
0.03% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
6,852
shares
|
$655,256
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
6,804
shares
|
$650,666
0.03% of portfolio
|
Q2 2025
Added 78.86%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,746
shares
|
$645,119
0.02% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
6,717
shares
|
$642,346
0.4% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
6,639
shares
|
$634,887
0.2% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,633
shares
|
$634,313
0.07% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,600
shares
|
$631,158
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,508
shares
|
$622,360
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,425
shares
|
$614,422
0.04% of portfolio
|
Q1 2025
Reduced 0.71%
|