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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,200
shares
|
$316,416
0.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,176
shares
|
$314,042
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,132
shares
|
$309,692
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,123
shares
|
$308,802
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
3,090
shares
|
$305,539
0.07% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
3,080
shares
|
$304,550
0.02% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,068
shares
|
$303,363
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,051
shares
|
$301,682
0.02% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,041
shares
|
$300,694
0.01% of portfolio
|
Q3 2024
Reduced 43.81%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
3,037
shares
|
$300,298
0.05% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,029
shares
|
$299,507
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
3,028
shares
|
$299,408
0.11% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,960
shares
|
$292,684
0.04% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
2,955
shares
|
$292,190
0.08% of portfolio
|
Q1 2024
Reduced 31.23%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
2,902
shares
|
$286,949
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
2,900
shares
|
$286,752
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,899
shares
|
$286,653
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
2,895
shares
|
$286,257
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
2,885
shares
|
$285,268
0.12% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
2,880
shares
|
$284,774
0.06% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
2,857
shares
|
$282,500
0.01% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
2,841
shares
|
$280,918
0.25% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,832
shares
|
$280,028
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,832
shares
|
$280,028
0.14% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,819
shares
|
$278,742
0.03% of portfolio
|
Q3 2024
Added 0.04%
|