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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
3,554
shares
|
$339,869
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,553
shares
|
$339,773
0.01% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,523
shares
|
$336,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,474
shares
|
$332,218
0.04% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,465
shares
|
$331,357
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
3,430
shares
|
$328,010
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,410
shares
|
$326,098
0.04% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
3,392
shares
|
$324,376
0.05% of portfolio
|
Q1 2025
Added 94.83%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,380
shares
|
$323,229
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,373
shares
|
$322,559
0.02% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,373
shares
|
$322,559
0.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,359
shares
|
$321,221
0.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,326
shares
|
$318,065
0.01% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
3,292
shares
|
$314,813
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$314,048
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,255
shares
|
$311,275
0.05% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,231
shares
|
$308,980
0.03% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,222
shares
|
$308,119
0.08% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,189
shares
|
$304,964
0.03% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
3,180
shares
|
$304,103
0.13% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
3,170
shares
|
$303,147
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
3,150
shares
|
$301,234
0.16% of portfolio
|
Q1 2025
Reduced 14.86%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,132
shares
|
$299,513
0.0% of portfolio
|
Q2 2025
Reduced 46.2%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,132
shares
|
$299,513
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,124
shares
|
$298,748
0.0% of portfolio
|
Q1 2025
New holding
|