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 769 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,357
shares
|
$320,224
0.16% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,296
shares
|
$314,405
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,294
shares
|
$314,214
0.01% of portfolio
|
Q4 2024
Reduced 33.01%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,292
shares
|
$314,023
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$313,260
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
3,256
shares
|
$310,589
0.03% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
3,230
shares
|
$308,109
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,190
shares
|
$304,294
0.13% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,170
shares
|
$302,386
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,154
shares
|
$300,860
0.01% of portfolio
|
Q4 2024
Added 46.15%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,132
shares
|
$298,761
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,116
shares
|
$297,235
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,115
shares
|
$297,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
3,102
shares
|
$295,899
0.06% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,100
shares
|
$295,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
3,087
shares
|
$294,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,055
shares
|
$291,416
0.0% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,051
shares
|
$291,034
0.02% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
3,045
shares
|
$290,462
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,041
shares
|
$290,080
0.01% of portfolio
|
Q3 2024
Reduced 43.81%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,029
shares
|
$288,936
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
2,962
shares
|
$282,545
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
2,960
shares
|
$282,354
0.0% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,960
shares
|
$282,354
0.04% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,956
shares
|
$281,972
0.06% of portfolio
|
Q4 2024
Added 1.86%
|