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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
202,311
shares
|
$19.3 Million
4.11% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
198,262
shares
|
$19 Million
4.97% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
196,976
shares
|
$18.8 Million
8.85% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
193,940
shares
|
$18.5 Million
0.18% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
184,185
shares
|
$17.6 Million
0.23% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
183,623
shares
|
$17.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 26.03%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
183,198
shares
|
$17.5 Million
12.79% of portfolio
|
Q1 2025
Added 39.7%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
170,097
shares
|
$16.3 Million
1.92% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
161,211
shares
|
$15.4 Million
5.84% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
160,706
shares
|
$15.4 Million
0.04% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
160,617
shares
|
$15.4 Million
2.27% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
160,525
shares
|
$15.4 Million
1.03% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
160,169
shares
|
$15.3 Million
2.19% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
159,784
shares
|
$15.3 Million
1.62% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
159,729
shares
|
$15.3 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
150,688
shares
|
$14.4 Million
0.01% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
148,377
shares
|
$14.2 Million
0.03% of portfolio
|
Q1 2025
Added 101.28%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
147,693
shares
|
$14.1 Million
1.64% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
144,915
shares
|
$13.9 Million
3.15% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
144,594
shares
|
$13.8 Million
2.32% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
144,337
shares
|
$13.8 Million
8.44% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
144,302
shares
|
$13.8 Million
8.14% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
143,182
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
143,147
shares
|
$13.7 Million
0.96% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
141,041
shares
|
$13.5 Million
12.99% of portfolio
|
Q1 2025
Added 5.1%
|