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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,419
shares
|
$613,848
0.01% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,412
shares
|
$613,179
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,376
shares
|
$609,736
0.0% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,327
shares
|
$605,051
0.01% of portfolio
|
Q1 2025
Reduced 32.53%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
6,313
shares
|
$603,712
0.01% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
6,274
shares
|
$599,982
0.45% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,240
shares
|
$596,731
0.05% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
6,231
shares
|
$595,870
0.12% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,156
shares
|
$588,698
0.04% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,146
shares
|
$587,741
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
6,123
shares
|
$585,542
0.34% of portfolio
|
Q1 2025
Reduced 50.31%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
6,013
shares
|
$575,023
0.04% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,928
shares
|
$566,894
0.03% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
5,888
shares
|
$563,069
0.09% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
5,881
shares
|
$562,400
0.21% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,875
shares
|
$561,826
0.01% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
5,868
shares
|
$561,156
0.06% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
5,866
shares
|
$560,965
0.02% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
5,843
shares
|
$558,766
0.14% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
5,835
shares
|
$558,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,832
shares
|
$557,714
0.0% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,825
shares
|
$557,044
0.14% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,763
shares
|
$551,115
0.0% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,720
shares
|
$547,003
0.05% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
5,577
shares
|
$533,328
0.15% of portfolio
|
Q2 2023
New holding
|