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 769 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,945
shares
|
$185,533
0.04% of portfolio
|
Q4 2024
Added 262.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,828
shares
|
$174,372
0.02% of portfolio
|
Q3 2024
Added 17.48%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,759
shares
|
$167,791
0.08% of portfolio
|
Q2 2018
Added 17.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,750
shares
|
$166,932
0.02% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,743
shares
|
$166,264
0.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,731
shares
|
$165,120
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,712
shares
|
$163,307
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$160,350
0.0% of portfolio
|
Q4 2024
Added 313.02%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,611
shares
|
$153,673
0.08% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,531
shares
|
$146,042
0.01% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,499
shares
|
$142,989
0.04% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,490
shares
|
$142,131
0.0% of portfolio
|
Q3 2022
Added 396.67%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,455
shares
|
$138,792
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,332
shares
|
$127,059
0.03% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,323
shares
|
$126,200
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
|
$120,668
0.0% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,229
shares
|
$117,234
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,222
shares
|
$116,566
0.05% of portfolio
|
Q3 2024
Reduced 19.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,214
shares
|
$115,803
0.0% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,189
shares
|
$113,418
0.01% of portfolio
|
Q2 2024
Reduced 59.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,171
shares
|
$111,701
0.0% of portfolio
|
Q3 2022
Added 95.82%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
1,138
shares
|
$108,553
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,135
shares
|
$108,267
0.0% of portfolio
|
Q4 2024
Added 59.86%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,082
shares
|
$103,211
0.03% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,070
shares
|
$102,067
0.01% of portfolio
|
Q4 2024
Reduced 92.61%
|