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 726 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 $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,701
shares
|
$365,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,700
shares
|
$365,856
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,689
shares
|
$364,768
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,689
shares
|
$364,768
1.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
3,684
shares
|
$364,273
0.06% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,644
shares
|
$360,318
0.29% of portfolio
|
Q3 2022
Reduced 17.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,636
shares
|
$359,527
0.0% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,630
shares
|
$358,934
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,583
shares
|
$354,287
0.02% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
3,573
shares
|
$353,298
0.16% of portfolio
|
Q2 2023
Reduced 47.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,560
shares
|
$352,012
0.13% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
3,545
shares
|
$350,529
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,509
shares
|
$346,969
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,505
shares
|
$346,574
0.0% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
3,455
shares
|
$341,630
0.27% of portfolio
|
Q3 2024
Added 616.8%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,442
shares
|
$340,344
0.18% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,410
shares
|
$337,180
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,410
shares
|
$337,180
0.04% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,343
shares
|
$330,555
0.03% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
3,326
shares
|
$328,874
0.03% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,289
shares
|
$325,216
0.05% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$324,721
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,220
shares
|
$318,393
0.02% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
3,212
shares
|
$317,602
0.02% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,208
shares
|
$317,207
0.07% of portfolio
|
Q2 2024
Reduced 68.3%
|