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 729 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
127,644
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
127,433
shares
|
$12.7 Million
3.28% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
125,325
shares
|
$12.5 Million
0.53% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
124,593
shares
|
$12.4 Million
1.65% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
124,264
shares
|
$12.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 62.1%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
123,995
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
122,821
shares
|
$12.3 Million
7.69% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
122,141
shares
|
$12.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
121,819
shares
|
$12.2 Million
1.43% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
120,876
shares
|
$12.1 Million
1.31% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
120,606
shares
|
$12 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
118,111
shares
|
$11.8 Million
0.35% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
117,313
shares
|
$11.7 Million
2.1% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
114,272
shares
|
$11.4 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
113,909
shares
|
$11.4 Million
2.33% of portfolio
|
Q3 2024
Reduced 69.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
112,522
shares
|
$11.2 Million
0.32% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
112,291
shares
|
$11.2 Million
1.76% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
111,077
shares
|
$11.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
102,800
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
101,556
shares
|
$10.1 Million
1.02% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
101,274
shares
|
$10.1 Million
0.2% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
99,110
shares
|
$9.9 Million
0.29% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
97,281
shares
|
$9.71 Million
7.9% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
95,323
shares
|
$9.52 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
91,226
shares
|
$9.11 Million
4.55% of portfolio
|
Q3 2024
Reduced 0.31%
|