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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,376
shares
|
$608,206
0.0% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,307
shares
|
$601,624
0.04% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,215
shares
|
$592,848
0.01% of portfolio
|
Q4 2024
Added 99.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
6,197
shares
|
$591,131
0.01% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,157
shares
|
$587,316
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,146
shares
|
$586,266
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,124
shares
|
$584,168
0.14% of portfolio
|
Q1 2023
Added 19.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,117
shares
|
$583,500
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,067
shares
|
$578,731
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
6,042
shares
|
$576,346
0.01% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,894
shares
|
$562,228
0.01% of portfolio
|
Q4 2024
Added 23.67%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
5,880
shares
|
$560,893
0.2% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5,864
shares
|
$559,366
0.09% of portfolio
|
Q3 2019
Reduced 4.09%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
5,852
shares
|
$558,222
0.05% of portfolio
|
Q4 2024
Added 46.59%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,825
shares
|
$555,646
0.14% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,714
shares
|
$545,058
0.03% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
5,627
shares
|
$536,759
0.13% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
5,577
shares
|
$531,990
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
5,553
shares
|
$529,700
0.09% of portfolio
|
Q2 2024
Added 6.69%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,537
shares
|
$528,174
0.03% of portfolio
|
Q4 2024
Reduced 68.23%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
5,441
shares
|
$519,016
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
5,385
shares
|
$513,675
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,385
shares
|
$513,675
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
5,346
shares
|
$509,954
0.11% of portfolio
|
Q4 2024
Reduced 64.92%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
5,336
shares
|
$509,001
0.05% of portfolio
|
Q4 2022
New holding
|