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 729 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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,380
shares
|
$137,806
0.04% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,364
shares
|
$136,209
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,332
shares
|
$133,013
0.03% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,323
shares
|
$132,114
0.02% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
1,283
shares
|
$128,120
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,222
shares
|
$122,028
0.05% of portfolio
|
Q3 2024
Reduced 19.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,214
shares
|
$121,230
0.0% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,205
shares
|
$120,331
0.0% of portfolio
|
Q3 2024
Reduced 30.63%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,189
shares
|
$118,733
0.01% of portfolio
|
Q2 2024
Reduced 59.01%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
1,180
shares
|
$117,834
0.05% of portfolio
|
Q3 2024
Added 67.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,171
shares
|
$116,936
0.0% of portfolio
|
Q3 2022
Added 95.82%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,142
shares
|
$114,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,082
shares
|
$108,048
0.03% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,013
shares
|
$101,158
0.01% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
967
shares
|
$96,564
0.01% of portfolio
|
Q1 2024
Reduced 8.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
942
shares
|
$94,068
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
941
shares
|
$93,968
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
922
shares
|
$92,070
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
903
shares
|
$90,173
0.0% of portfolio
|
Q3 2018
Added 0.09%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
900
shares
|
$89,874
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
888
shares
|
$88,675
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
858
shares
|
$85,679
0.01% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
810
shares
|
$80,886
0.0% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
801
shares
|
$79,987
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
795
shares
|
$79,388
0.03% of portfolio
|
Q3 2024
Added 0.38%
|