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 777 institutions that hold shares in the stock, with a total of 174 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 |
|---|---|---|---|---|---|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,410
shares
|
$315,015
0.04% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
3,408
shares
|
$314,831
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
3,374
shares
|
$311,690
0.03% of portfolio
|
Q4 2024
Added 29.27%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,358
shares
|
$310,212
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,357
shares
|
$310,119
0.16% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,296
shares
|
$304,484
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,294
shares
|
$304,299
0.01% of portfolio
|
Q4 2024
Reduced 33.01%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,292
shares
|
$304,114
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$303,375
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
3,256
shares
|
$300,789
0.03% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
3,230
shares
|
$298,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,190
shares
|
$294,692
0.13% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,170
shares
|
$292,844
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,154
shares
|
$291,366
0.01% of portfolio
|
Q4 2024
Added 46.15%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,132
shares
|
$289,334
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,116
shares
|
$287,856
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,115
shares
|
$287,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
3,102
shares
|
$286,562
0.06% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,100
shares
|
$286,378
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
3,087
shares
|
$285,177
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,055
shares
|
$282,220
0.0% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,051
shares
|
$281,851
0.02% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
3,048
shares
|
$281,574
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
3,045
shares
|
$281,297
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,041
shares
|
$280,927
0.01% of portfolio
|
Q3 2024
Reduced 43.81%
|