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 777 institutions that hold shares in the stock, with a total of 174 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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,181
shares
|
$201,480
0.01% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
2,178
shares
|
$201,203
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,151
shares
|
$198,709
0.02% of portfolio
|
Q2 2024
Reduced 63.9%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,081
shares
|
$192,242
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,008
shares
|
$185,499
0.01% of portfolio
|
Q3 2022
Reduced 31.84%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,945
shares
|
$179,679
0.04% of portfolio
|
Q4 2024
Added 262.2%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,759
shares
|
$162,496
0.08% of portfolio
|
Q2 2018
Added 17.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,750
shares
|
$161,665
0.02% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,743
shares
|
$161,018
0.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,741
shares
|
$160,833
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,712
shares
|
$158,154
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$155,290
0.0% of portfolio
|
Q4 2024
Added 313.02%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,611
shares
|
$148,824
0.08% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,556
shares
|
$143,743
0.02% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,531
shares
|
$141,433
0.01% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,499
shares
|
$138,477
0.04% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,490
shares
|
$137,646
0.0% of portfolio
|
Q3 2022
Added 396.67%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,455
shares
|
$134,412
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,332
shares
|
$123,050
0.03% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,323
shares
|
$122,218
0.02% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,265
shares
|
$116,860
0.0% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,229
shares
|
$113,535
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,222
shares
|
$112,888
0.05% of portfolio
|
Q3 2024
Reduced 19.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,214
shares
|
$112,149
0.0% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,189
shares
|
$109,839
0.01% of portfolio
|
Q2 2024
Reduced 59.01%
|