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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
600
shares
|
$57,234
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
578
shares
|
$55,135
0.02% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
560
shares
|
$53,418
0.0% of portfolio
|
Q2 2022
Reduced 26.32%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
519
shares
|
$49,507
0.0% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
512
shares
|
$48,839
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
505
shares
|
$48,171
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
495
shares
|
$47,218
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
488
shares
|
$46,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
487
shares
|
$46,454
0.01% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
447
shares
|
$42,639
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
445
shares
|
$42,448
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
443
shares
|
$42,257
0.02% of portfolio
|
Q2 2024
Reduced 29.79%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
441
shares
|
$42,066
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
434
shares
|
$41,399
0.0% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
429
shares
|
$40,922
0.01% of portfolio
|
Q4 2024
Added 293.58%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
423
shares
|
$40,349
0.01% of portfolio
|
Q3 2024
Reduced 67.66%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
415
shares
|
$39,586
0.0% of portfolio
|
Q4 2024
Added 1560.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
405
shares
|
$38,632
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
399
shares
|
$38,060
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
387
shares
|
$36,915
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
375
shares
|
$35,771
0.0% of portfolio
|
Q4 2024
Added 278.79%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
365
shares
|
$34,817
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
353
shares
|
$33,672
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
337
shares
|
$32,146
0.02% of portfolio
|
Q3 2024
Added 891.18%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$28,617
0.0% of portfolio
|
Q4 2022
Reduced 11.76%
|