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 834 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
2,345
shares
|
$237,595
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,342
shares
|
$237,291
0.04% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,292
shares
|
$232,225
0.06% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
2,277
shares
|
$230,705
0.01% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,269
shares
|
$229,895
0.0% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,268
shares
|
$229,793
0.01% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
2,253
shares
|
$228,273
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,222
shares
|
$225,133
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,221
shares
|
$225,031
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
2,214
shares
|
$224,322
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,210
shares
|
$223,917
0.12% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
2,181
shares
|
$220,978
0.11% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,181
shares
|
$220,978
0.01% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
2,175
shares
|
$220,370
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,151
shares
|
$217,939
0.01% of portfolio
|
Q2 2024
Reduced 63.9%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
2,138
shares
|
$216,622
0.06% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,134
shares
|
$216,216
0.05% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,130
shares
|
$215,811
0.01% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
2,111
shares
|
$213,886
0.08% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
2,110
shares
|
$213,785
0.03% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
2,106
shares
|
$213,379
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
2,105
shares
|
$213,278
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,104
shares
|
$213,177
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
2,100
shares
|
$212,772
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
2,075
shares
|
$210,239
0.07% of portfolio
|
Q3 2025
Reduced 19.42%
|
|