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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,512
shares
|
$527,112
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,494
shares
|
$525,391
0.13% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
5,405
shares
|
$516,880
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
5,401
shares
|
$516,497
0.02% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,385
shares
|
$514,967
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,385
shares
|
$514,967
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
5,313
shares
|
$508,082
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
5,307
shares
|
$507,508
0.08% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
5,288
shares
|
$505,691
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
5,219
shares
|
$499,092
0.0% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,189
shares
|
$496,224
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,146
shares
|
$492,111
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,140
shares
|
$491,538
0.04% of portfolio
|
Q3 2018
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,122
shares
|
$489,816
0.14% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,107
shares
|
$488,382
0.0% of portfolio
|
Q1 2023
Reduced 6.67%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,093
shares
|
$487,043
0.02% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,082
shares
|
$485,991
0.02% of portfolio
|
Q1 2025
Reduced 43.78%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
5,061
shares
|
$483,983
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
5,010
shares
|
$479,106
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
5,004
shares
|
$478,532
0.27% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,988
shares
|
$477,002
0.06% of portfolio
|
Q2 2023
Reduced 2.43%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
4,981
shares
|
$476,333
0.05% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,942
shares
|
$472,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,940
shares
|
$472,412
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,902
shares
|
$468,778
0.01% of portfolio
|
Q1 2025
Reduced 5.77%
|