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 769 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
696,069
shares
|
$66.4 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
695,222
shares
|
$66.3 Million
3.43% of portfolio
|
Q4 2024
Reduced 32.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
671,598
shares
|
$64.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
603,241
shares
|
$57.5 Million
8.24% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
580,423
shares
|
$55.4 Million
8.97% of portfolio
|
Q4 2024
Added 31.1%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
576,116
shares
|
$55 Million
22.8% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
571,215
shares
|
$54.5 Million
0.04% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
562,547
shares
|
$53.7 Million
0.03% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
551,130
shares
|
$52.6 Million
0.1% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
545,572
shares
|
$52 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
515,658
shares
|
$49.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
476,455
shares
|
$45.4 Million
0.1% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
473,816
shares
|
$45.2 Million
0.04% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
456,457
shares
|
$43.5 Million
0.09% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
446,118
shares
|
$42.6 Million
4.5% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
421,717
shares
|
$40.2 Million
6.26% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
421,717
shares
|
$40.2 Million
6.27% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
418,271
shares
|
$39.9 Million
3.56% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
414,475
shares
|
$39.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
407,620
shares
|
$38.9 Million
0.01% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
406,213
shares
|
$38.7 Million
3.97% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
393,153
shares
|
$37.5 Million
0.44% of portfolio
|
Q3 2023
Added 4.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
374,806
shares
|
$35.8 Million
0.01% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
363,711
shares
|
$34.7 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
361,234
shares
|
$34.5 Million
12.35% of portfolio
|
Q4 2024
Added 4.48%
|