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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
773,483
shares
|
$74 Million
1.2% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
686,873
shares
|
$65.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
671,899
shares
|
$64.3 Million
0.36% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
669,472
shares
|
$64 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
628,781
shares
|
$60.1 Million
0.11% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
613,488
shares
|
$58.7 Million
8.77% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
609,152
shares
|
$58.3 Million
24.64% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
603,241
shares
|
$57.7 Million
8.24% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
581,047
shares
|
$55.6 Million
0.03% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
564,215
shares
|
$54 Million
0.01% of portfolio
|
Q1 2025
Added 50.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
562,547
shares
|
$53.8 Million
0.03% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
559,203
shares
|
$53.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 14.84%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
515,849
shares
|
$49.3 Million
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
513,800
shares
|
$49.1 Million
0.36% of portfolio
|
Q1 2025
Reduced 62.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
466,843
shares
|
$44.6 Million
0.09% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
460,242
shares
|
$44 Million
0.08% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
450,286
shares
|
$43.1 Million
4.35% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
421,717
shares
|
$40.3 Million
6.27% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
421,717
shares
|
$40.3 Million
6.26% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
414,111
shares
|
$39.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
407,727
shares
|
$39 Million
4.17% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
393,153
shares
|
$37.6 Million
0.44% of portfolio
|
Q3 2023
Added 4.64%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
374,405
shares
|
$35.8 Million
13.14% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
374,243
shares
|
$35.8 Million
12.4% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
371,027
shares
|
$35.5 Million
2.95% of portfolio
|
Q1 2025
Reduced 11.3%
|