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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
99,495
shares
|
$9.51 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
95,643
shares
|
$9.15 Million
0.16% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
95,438
shares
|
$9.13 Million
4.99% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
94,720
shares
|
$9.06 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
94,383
shares
|
$9.03 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
91,279
shares
|
$8.73 Million
4.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
91,091
shares
|
$8.71 Million
2.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
90,686
shares
|
$8.67 Million
0.01% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
89,373
shares
|
$8.55 Million
7.19% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
88,656
shares
|
$8.48 Million
0.71% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
87,643
shares
|
$8.38 Million
0.21% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
86,100
shares
|
$8.23 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
82,816
shares
|
$7.92 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
80,849
shares
|
$7.73 Million
2.58% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
79,826
shares
|
$7.63 Million
0.09% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
77,845
shares
|
$7.44 Million
2.04% of portfolio
|
Q2 2022
Reduced 1.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
77,351
shares
|
$7.4 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
77,200
shares
|
$7.38 Million
4.3% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
76,314
shares
|
$7.3 Million
3.32% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
75,774
shares
|
$7.25 Million
4.08% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
73,408
shares
|
$7.02 Million
6.66% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
72,173
shares
|
$6.9 Million
2.1% of portfolio
|
Q2 2025
Reduced 36.8%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
71,952
shares
|
$6.88 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
70,059
shares
|
$6.7 Million
0.0% of portfolio
|
Q1 2025
Added 151.34%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
68,360
shares
|
$6.54 Million
1.58% of portfolio
|
Q1 2025
Added 2.83%
|