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 |
|---|---|---|---|---|---|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,891
shares
|
$467,726
0.17% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,883
shares
|
$466,961
0.04% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,773
shares
|
$456,441
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
4,750
shares
|
$454,242
0.05% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
4,728
shares
|
$452,138
0.01% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,692
shares
|
$448,695
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
4,690
shares
|
$448,504
0.05% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,688
shares
|
$448,313
0.15% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,655
shares
|
$445,157
0.01% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,640
shares
|
$443,723
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,597
shares
|
$439,611
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,595
shares
|
$439,419
0.02% of portfolio
|
Q1 2025
Reduced 98.34%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
4,567
shares
|
$436,742
0.23% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,560
shares
|
$436,072
0.06% of portfolio
|
Q1 2025
Reduced 51.95%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
4,505
shares
|
$430,813
0.06% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
4,500
shares
|
$430,335
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,491
shares
|
$429,474
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,453
shares
|
$425,840
0.09% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
4,440
shares
|
$424,597
0.33% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
4,422
shares
|
$422,875
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,417
shares
|
$422,397
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,414
shares
|
$422,110
0.05% of portfolio
|
Q2 2022
Reduced 51.46%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
4,369
shares
|
$417,807
0.05% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
4,367
shares
|
$417,616
0.21% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
4,357
shares
|
$416,659
0.12% of portfolio
|
Q2 2025
Added 14.27%
|