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 |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,073
shares
|
$210,036
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,070
shares
|
$209,732
0.01% of portfolio
|
Q3 2025
Added 52.88%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
2,061
shares
|
$208,820
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
2,059
shares
|
$208,617
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,041
shares
|
$206,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
2,031
shares
|
$205,780
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
2,022
shares
|
$204,869
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,013
shares
|
$203,957
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,008
shares
|
$203,450
0.01% of portfolio
|
Q3 2022
Reduced 31.84%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
2,006
shares
|
$203,247
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
1,759
shares
|
$178,221
0.07% of portfolio
|
Q2 2018
Added 17.27%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,752
shares
|
$177,512
0.05% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,750
shares
|
$177,310
0.02% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
1,735
shares
|
$175,790
0.1% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,707
shares
|
$172,953
0.01% of portfolio
|
Q3 2025
Reduced 44.25%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
1,674
shares
|
$169,609
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,659
shares
|
$168,089
0.0% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,531
shares
|
$155,120
0.01% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,531
shares
|
$155,120
0.01% of portfolio
|
Q3 2025
Added 122.21%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,506
shares
|
$152,587
0.0% of portfolio
|
Q3 2025
Reduced 95.64%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,499
shares
|
$151,878
0.03% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,490
shares
|
$150,966
0.0% of portfolio
|
Q3 2022
Added 396.67%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,489
shares
|
$150,865
0.01% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
1,379
shares
|
$139,720
0.0% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,325
shares
|
$134,249
0.01% of portfolio
|
Q1 2025
New holding
|
|