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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,851
shares
|
$272,641
0.07% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,838
shares
|
$271,397
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,832
shares
|
$270,824
0.14% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,832
shares
|
$270,824
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,804
shares
|
$268,146
0.03% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
2,800
shares
|
$267,764
0.06% of portfolio
|
Q4 2019
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,781
shares
|
$265,947
0.12% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,766
shares
|
$264,512
0.06% of portfolio
|
Q1 2025
Added 297.41%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,751
shares
|
$263,078
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
2,732
shares
|
$261,261
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,717
shares
|
$259,826
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,687
shares
|
$256,957
0.16% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
2,673
shares
|
$255,618
0.05% of portfolio
|
Q4 2023
Added 2.61%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
2,655
shares
|
$253,897
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,651
shares
|
$253,515
0.05% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
2,626
shares
|
$251,124
0.14% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,615
shares
|
$250,072
0.05% of portfolio
|
Q1 2025
Added 34.45%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
2,614
shares
|
$249,976
0.06% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
2,609
shares
|
$249,498
0.28% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
2,607
shares
|
$249,307
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,604
shares
|
$249,020
0.14% of portfolio
|
Q2 2024
Reduced 95.47%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,600
shares
|
$248,638
0.12% of portfolio
|
Q2 2023
Reduced 13.33%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,595
shares
|
$248,159
0.08% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,592
shares
|
$247,872
0.01% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,575
shares
|
$246,247
0.04% of portfolio
|
Q4 2024
Added 12.59%
|