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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
488
shares
|
$46,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
487
shares
|
$46,571
0.01% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
443
shares
|
$42,364
0.02% of portfolio
|
Q2 2024
Reduced 29.79%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
442
shares
|
$42,268
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
441
shares
|
$42,172
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
434
shares
|
$41,503
0.0% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
423
shares
|
$40,451
0.01% of portfolio
|
Q3 2024
Reduced 67.66%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
415
shares
|
$39,686
0.0% of portfolio
|
Q4 2024
Added 1560.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
407
shares
|
$38,921
0.01% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
403
shares
|
$38,538
0.04% of portfolio
|
Q1 2025
Added 571.67%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
399
shares
|
$38,156
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
387
shares
|
$37,008
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
384
shares
|
$36,721
0.01% of portfolio
|
Q2 2025
Reduced 54.88%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$36,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
375
shares
|
$35,861
0.0% of portfolio
|
Q4 2024
Added 278.79%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
367
shares
|
$35,096
0.02% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
365
shares
|
$34,904
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
338
shares
|
$32,322
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$28,689
0.0% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
284
shares
|
$27,158
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
284
shares
|
$27,158
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
283
shares
|
$27,063
0.0% of portfolio
|
Q4 2024
Reduced 77.94%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
280
shares
|
$26,776
0.0% of portfolio
|
Q2 2024
Added 16.18%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
250
shares
|
$23,907
0.0% of portfolio
|
Q4 2024
Reduced 67.82%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
250
shares
|
$23,907
0.01% of portfolio
|
Q2 2024
New holding
|