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 777 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,376
shares
|
$589,014
0.0% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,307
shares
|
$582,640
0.04% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,215
shares
|
$574,141
0.01% of portfolio
|
Q4 2024
Added 99.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
6,197
shares
|
$572,478
0.01% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,157
shares
|
$568,783
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,146
shares
|
$567,767
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,124
shares
|
$565,735
0.14% of portfolio
|
Q1 2023
Added 19.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,117
shares
|
$565,088
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,067
shares
|
$560,469
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
6,042
shares
|
$558,159
0.01% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,894
shares
|
$544,487
0.01% of portfolio
|
Q4 2024
Added 23.67%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
5,880
shares
|
$543,194
0.2% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5,864
shares
|
$541,716
0.09% of portfolio
|
Q3 2019
Reduced 4.09%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
5,852
shares
|
$540,607
0.05% of portfolio
|
Q4 2024
Added 46.59%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,825
shares
|
$538,113
0.14% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,714
shares
|
$527,859
0.03% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
5,647
shares
|
$521,669
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
5,627
shares
|
$519,822
0.13% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
5,577
shares
|
$515,203
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
5,553
shares
|
$512,986
0.09% of portfolio
|
Q2 2024
Added 6.69%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,537
shares
|
$511,508
0.03% of portfolio
|
Q4 2024
Reduced 68.23%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
5,441
shares
|
$502,639
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,385
shares
|
$497,466
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
5,385
shares
|
$497,466
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
5,346
shares
|
$493,863
0.11% of portfolio
|
Q4 2024
Reduced 64.92%
|