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 |
|---|---|---|---|---|---|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
221,089
shares
|
$21.1 Million
9.67% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
220,774
shares
|
$21.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
219,322
shares
|
$20.9 Million
7.57% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
212,322
shares
|
$20.3 Million
1.02% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
203,387
shares
|
$19.4 Million
9.24% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
200,545
shares
|
$19.1 Million
1.55% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
199,338
shares
|
$19 Million
3.97% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
190,860
shares
|
$18.2 Million
1.42% of portfolio
|
Q4 2024
Reduced 37.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
183,581
shares
|
$17.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
182,327
shares
|
$17.4 Million
0.47% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
178,620
shares
|
$17 Million
0.06% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
177,923
shares
|
$17 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
177,379
shares
|
$16.9 Million
0.59% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
168,688
shares
|
$16.1 Million
0.02% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
166,758
shares
|
$15.9 Million
1.97% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
161,459
shares
|
$15.4 Million
5.45% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
160,852
shares
|
$15.3 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
158,432
shares
|
$15.1 Million
1.52% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
158,282
shares
|
$15.1 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
157,935
shares
|
$15.1 Million
0.04% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
147,266
shares
|
$14 Million
1.64% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
142,137
shares
|
$13.6 Million
8.34% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
141,389
shares
|
$13.5 Million
2.35% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
140,442
shares
|
$13.4 Million
1.96% of portfolio
|
Q4 2024
Added 181.58%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
138,499
shares
|
$13.2 Million
3.28% of portfolio
|
Q4 2024
Added 8.68%
|