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 |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,216
shares
|
$211,916
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
2,181
shares
|
$208,569
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,181
shares
|
$208,569
0.01% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
2,178
shares
|
$208,282
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2,157
shares
|
$206,273
0.09% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,151
shares
|
$205,700
0.02% of portfolio
|
Q2 2024
Reduced 63.9%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,149
shares
|
$205,508
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,145
shares
|
$205,126
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
2,134
shares
|
$204,074
0.05% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,008
shares
|
$192,025
0.01% of portfolio
|
Q3 2022
Reduced 31.84%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,759
shares
|
$168,213
0.07% of portfolio
|
Q2 2018
Added 17.27%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,756
shares
|
$167,926
0.01% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,750
shares
|
$167,352
0.02% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,750
shares
|
$167,352
0.06% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,719
shares
|
$164,387
0.11% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,603
shares
|
$153,294
0.0% of portfolio
|
Q2 2025
Added 49.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,556
shares
|
$148,800
0.02% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,531
shares
|
$146,409
0.01% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,499
shares
|
$143,349
0.04% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,494
shares
|
$142,871
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,490
shares
|
$142,488
0.0% of portfolio
|
Q3 2022
Added 396.67%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,474
shares
|
$140,958
0.0% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,403
shares
|
$134,168
0.08% of portfolio
|
Q1 2025
Added 316.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,388
shares
|
$132,734
0.0% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,384
shares
|
$132,351
0.01% of portfolio
|
Q1 2025
Added 21.94%
|