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 |
---|---|---|---|---|---|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
841
shares
|
$80,424
0.03% of portfolio
|
Q4 2024
Added 23.86%
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
806
shares
|
$77,077
0.04% of portfolio
|
Q1 2025
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
801
shares
|
$76,599
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
776
shares
|
$74,208
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
773
shares
|
$73,921
0.0% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
754
shares
|
$72,105
0.0% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
714
shares
|
$68,279
0.03% of portfolio
|
Q4 2024
New holding
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
709
shares
|
$67,801
0.02% of portfolio
|
Q2 2024
Reduced 23.85%
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
689
shares
|
$65,889
0.0% of portfolio
|
Q2 2024
Added 12.21%
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
675
shares
|
$64,550
0.03% of portfolio
|
Q4 2024
Reduced 42.8%
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
658
shares
|
$62,924
0.0% of portfolio
|
Q1 2025
Added 17.5%
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
652
shares
|
$62,350
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
650
shares
|
$62,159
0.0% of portfolio
|
Q2 2025
Added 6.38%
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
650
shares
|
$62,159
0.01% of portfolio
|
Q3 2024
New holding
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
640
shares
|
$61,203
0.03% of portfolio
|
Q4 2024
New holding
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
613
shares
|
$58,621
0.01% of portfolio
|
Q1 2025
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
602
shares
|
$57,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
600
shares
|
$57,378
0.05% of portfolio
|
Q2 2023
New holding
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
578
shares
|
$55,274
0.02% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
558
shares
|
$53,361
0.01% of portfolio
|
Q2 2025
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
519
shares
|
$49,631
0.0% of portfolio
|
Q3 2024
Added 14.57%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
514
shares
|
$49,153
0.02% of portfolio
|
Q1 2025
Added 0.98%
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
512
shares
|
$48,962
0.01% of portfolio
|
Q3 2024
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
505
shares
|
$48,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
497
shares
|
$47,528
0.01% of portfolio
|
Q1 2025
Added 0.4%
|