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 729 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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
4,204
shares
|
$419,811
0.22% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,177
shares
|
$417,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,093
shares
|
$408,726
0.14% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
4,082
shares
|
$407,628
0.14% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,016
shares
|
$401,037
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,997
shares
|
$399,140
0.05% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
3,992
shares
|
$398,641
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
3,992
shares
|
$398,641
0.04% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
3,982
shares
|
$397,642
0.11% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,965
shares
|
$395,944
0.02% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
3,956
shares
|
$395,046
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,938
shares
|
$393,248
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,919
shares
|
$391,351
0.04% of portfolio
|
Q1 2022
Reduced 64.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,899
shares
|
$389,354
0.01% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
3,891
shares
|
$388,555
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,887
shares
|
$388,155
0.03% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
3,848
shares
|
$384,261
0.1% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,827
shares
|
$382,164
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
3,819
shares
|
$381,365
0.28% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
3,794
shares
|
$378,868
0.03% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
3,784
shares
|
$377,870
0.0% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,755
shares
|
$374,974
0.0% of portfolio
|
Q3 2024
Added 103.08%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,727
shares
|
$372,178
0.03% of portfolio
|
Q1 2024
Added 161.18%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,714
shares
|
$370,880
0.02% of portfolio
|
Q3 2024
Added 50.12%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,711
shares
|
$370,580
0.01% of portfolio
|
Q4 2023
Reduced 20.09%
|