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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,827
shares
|
$365,976
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
3,820
shares
|
$365,306
0.47% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
3,819
shares
|
$365,210
0.33% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
3,798
shares
|
$363,202
0.0% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
3,784
shares
|
$361,863
0.0% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,775
shares
|
$361,003
0.08% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
3,772
shares
|
$360,716
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
3,758
shares
|
$359,377
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,729
shares
|
$356,604
0.2% of portfolio
|
Q2 2025
Added 42.38%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,727
shares
|
$356,413
0.02% of portfolio
|
Q1 2024
Added 161.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
3,711
shares
|
$354,882
0.01% of portfolio
|
Q4 2023
Reduced 20.09%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,703
shares
|
$354,117
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
3,698
shares
|
$353,639
0.01% of portfolio
|
Q1 2025
Added 29.62%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,689
shares
|
$352,779
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,689
shares
|
$352,779
1.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,659
shares
|
$349,910
0.0% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,644
shares
|
$348,475
0.33% of portfolio
|
Q3 2022
Reduced 17.54%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,623
shares
|
$346,467
0.02% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,610
shares
|
$345,224
0.02% of portfolio
|
Q1 2025
Added 26.31%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,595
shares
|
$343,789
0.03% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,595
shares
|
$343,789
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
3,582
shares
|
$342,546
0.26% of portfolio
|
Q1 2025
Added 42.14%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,560
shares
|
$340,442
0.13% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
3,557
shares
|
$340,155
0.1% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,555
shares
|
$339,964
0.03% of portfolio
|
Q4 2024
Reduced 67.87%
|