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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,348
shares
|
$415,799
0.01% of portfolio
|
Q1 2025
Added 27.58%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
4,341
shares
|
$415,129
0.06% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
4,339
shares
|
$414,938
0.21% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
4,300
shares
|
$411,209
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
4,291
shares
|
$410,348
0.08% of portfolio
|
Q1 2021
Reduced 64.24%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
4,244
shares
|
$405,853
0.18% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
4,241
shares
|
$405,566
0.18% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,236
shares
|
$405,088
0.09% of portfolio
|
Q1 2025
Reduced 20.76%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
4,232
shares
|
$404,706
0.19% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
4,217
shares
|
$403,271
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,177
shares
|
$399,446
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,114
shares
|
$393,421
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
4,073
shares
|
$389,500
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
4,065
shares
|
$388,735
0.01% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,003
shares
|
$382,806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
3,992
shares
|
$381,754
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,976
shares
|
$380,224
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
3,965
shares
|
$379,172
0.02% of portfolio
|
Q4 2024
Reduced 74.4%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
3,949
shares
|
$377,642
0.11% of portfolio
|
Q4 2024
Reduced 38.77%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,938
shares
|
$376,590
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
3,919
shares
|
$374,773
0.04% of portfolio
|
Q1 2022
Reduced 64.37%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
3,900
shares
|
$372,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,887
shares
|
$371,713
0.03% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
3,857
shares
|
$368,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
3,837
shares
|
$366,932
0.06% of portfolio
|
Q1 2025
Added 0.39%
|