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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
2,181
shares
|
$215,657
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
2,173
shares
|
$214,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
2,171
shares
|
$214,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,151
shares
|
$212,690
0.02% of portfolio
|
Q2 2024
Reduced 63.9%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,138
shares
|
$211,405
0.0% of portfolio
|
Q3 2024
Reduced 95.87%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,137
shares
|
$211,306
0.01% of portfolio
|
Q2 2024
Reduced 13.59%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
2,118
shares
|
$209,427
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
2,106
shares
|
$208,241
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$207,648
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
2,008
shares
|
$198,551
0.01% of portfolio
|
Q3 2022
Reduced 31.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,857
shares
|
$183,620
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,828
shares
|
$180,752
0.02% of portfolio
|
Q3 2024
Added 17.48%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,759
shares
|
$173,929
0.08% of portfolio
|
Q2 2018
Added 17.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,750
shares
|
$173,040
0.02% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,733
shares
|
$171,359
0.06% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,731
shares
|
$171,161
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,669
shares
|
$165,030
0.04% of portfolio
|
Q3 2022
Added 63.15%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,582
shares
|
$156,428
0.08% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,531
shares
|
$151,385
0.01% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,490
shares
|
$147,331
0.0% of portfolio
|
Q3 2022
Added 396.67%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,452
shares
|
$143,573
0.14% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,447
shares
|
$143,079
0.01% of portfolio
|
Q3 2024
Reduced 27.14%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,380
shares
|
$136,454
0.04% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,364
shares
|
$134,872
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,332
shares
|
$131,708
0.03% of portfolio
|
Q3 2024
Reduced 11.61%
|