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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,491
shares
|
$246,310
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,436
shares
|
$240,871
0.06% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
2,412
shares
|
$238,498
0.05% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
2,396
shares
|
$236,916
0.08% of portfolio
|
Q2 2024
Reduced 12.75%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
2,394
shares
|
$236,718
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
2,373
shares
|
$234,642
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,363
shares
|
$233,653
0.11% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
2,345
shares
|
$231,873
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,332
shares
|
$230,588
0.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,312
shares
|
$228,610
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
2,292
shares
|
$226,632
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,292
shares
|
$226,632
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,292
shares
|
$226,632
0.07% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,287
shares
|
$226,138
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,287
shares
|
$226,138
0.04% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
2,285
shares
|
$225,940
0.01% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,284
shares
|
$225,841
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,282
shares
|
$225,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
2,275
shares
|
$224,952
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,253
shares
|
$222,776
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,251
shares
|
$222,578
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,245
shares
|
$221,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,220
shares
|
$219,513
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,193
shares
|
$216,843
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
2,187
shares
|
$216,250
0.03% of portfolio
|
Q3 2024
New holding
|