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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
358,643
shares
|
$34.2 Million
0.59% of portfolio
|
Q4 2024
Added 81.09%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
351,707
shares
|
$33.5 Million
0.57% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
337,046
shares
|
$32.2 Million
0.7% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
314,115
shares
|
$30 Million
0.04% of portfolio
|
Q4 2024
Reduced 61.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
313,696
shares
|
$29.9 Million
1.6% of portfolio
|
Q4 2024
Added 20.78%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
305,712
shares
|
$29.2 Million
0.18% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
285,256
shares
|
$27.2 Million
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
284,606
shares
|
$27.1 Million
0.76% of portfolio
|
Q2 2024
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
281,555
shares
|
$26.9 Million
9.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
277,327
shares
|
$26.5 Million
1.11% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
274,612
shares
|
$26.2 Million
0.09% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
271,437
shares
|
$25.9 Million
0.06% of portfolio
|
Q4 2024
Added 359.46%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
266,348
shares
|
$25.4 Million
13.87% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
263,416
shares
|
$25.1 Million
0.35% of portfolio
|
Q4 2024
Added 270.77%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
263,047
shares
|
$25.1 Million
7.12% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
260,393
shares
|
$24.8 Million
0.04% of portfolio
|
Q4 2024
Added 153.3%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
260,038
shares
|
$24.8 Million
0.42% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
253,707
shares
|
$24.2 Million
0.08% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
248,239
shares
|
$23.7 Million
0.05% of portfolio
|
Q4 2024
Added 35.18%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
241,254
shares
|
$23 Million
6.45% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
241,203
shares
|
$23 Million
6.48% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
237,469
shares
|
$22.7 Million
1.9% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
234,443
shares
|
$22.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
224,411
shares
|
$21.4 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
222,822
shares
|
$21.3 Million
5.55% of portfolio
|
Q4 2024
Reduced 26.76%
|