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 726 institutions that hold shares in the stock, with a total of 163 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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,690
shares
|
$463,747
0.06% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,685
shares
|
$463,252
0.01% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,675
shares
|
$462,264
0.01% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
4,668
shares
|
$461,571
0.23% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
4,642
shares
|
$459,000
0.05% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,611
shares
|
$455,935
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
4,611
shares
|
$455,935
0.06% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,597
shares
|
$454,551
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
4,567
shares
|
$451,584
0.23% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,514
shares
|
$446,344
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,504
shares
|
$445,355
0.02% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,470
shares
|
$441,993
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
4,422
shares
|
$437,247
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,415
shares
|
$436,555
0.0% of portfolio
|
Q3 2024
Reduced 52.84%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,414
shares
|
$436,456
0.05% of portfolio
|
Q2 2022
Reduced 51.46%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,401
shares
|
$435,170
0.01% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,391
shares
|
$434,182
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,351
shares
|
$430,226
0.0% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
4,341
shares
|
$429,238
0.07% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
4,316
shares
|
$426,766
0.34% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,300
shares
|
$425,184
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
4,291
shares
|
$424,294
0.08% of portfolio
|
Q1 2021
Reduced 64.24%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
4,258
shares
|
$421,031
0.19% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,221
shares
|
$417,372
0.04% of portfolio
|
Q2 2024
Reduced 42.74%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
4,204
shares
|
$415,691
0.22% of portfolio
|
Q3 2024
Added 0.07%
|